Wealth manager, independent · St Louis, MO
Matter Family Office
Matter, LLC · SEC-registered investment adviser · CRD 106806 · SEC 801-37738
At a glance
Matter Family Office is an SEC-registered investment adviser based in St Louis, Missouri, with $3.8B in regulatory assets under management as of its Form ADV filed July 21, 2026. It reports 226 individual clients, 128 of them high-net-worth, holding an average of about $16 million each, and 55 employees. That ranks it 290th among the nation’s 5,657 independent wealth management RIAs and 10th of 92 in Missouri. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 314-862-5190matterfamilyoffice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.8B
- Rank among independent wealth managers
- #290 of 5,657
- Rank among all SEC RIAs
- #2,482 of 17,210
- Rank in Missouri
- #10 of 92
- Individual clients
- 226
- High-net-worth clients
- 128
- Accounts
- 2,360
- Discretionary
- 16% of AUM
- Employees
- 55
- Advisory staff
- 40
- Offices
- 4
Owners and executives on its Form ADV
- Katherine B. LintzManaging Partner, Board of Directors
- Kirby T. OttBoard of Directors
- Philip E. RollhausBoard of Directors
- Charles A. WillhoitChief Executive Officer, Board of Directors
- Christopher J. HunterChief Compliance Officer
- Darryl E. LarueChief Operating Officer
- Kevin M. McCabeBoard of Directors
- Tamara J. WardBoard of Directors
- Andrew B. FraileyBoard of Directors
- Paul T CichonBoard of Directors
- Ryan L. GableBoard of Directors
Custody and brokerage
Broker-dealer
No broker-dealer ties
Matter Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 128 | $3.4B | 90% |
| Pooled investment vehicles | 1 | $172M | 5% |
| Individuals | 98 | $165M | 4% |
| Charitable organizations | 2 | $26M | <1% |
Private funds
Matter Family Office reports 1 private funds with $151M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Matter Family Office reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗matterfamilyoffice.com ↗
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The full record on Matter Family Office
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,075 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| KrilogySt. Louis | $5.2B | 3,061 |
| Cornerstone Wealth Management, LLCDES Peres | $4.9B | 12,454 |
| Rubinbrown Advisors LLCSt. Louis | $3.9B | 1,151 |
| Visionary Wealth Advisors, LLCSt. Louis | $3.5B | 4,186 |
| Argos Capital Partners, LLCSt. Louis | $2.6B | 60 |
| Acropolis Investment ManagementChesterfield | $2.6B | 1,037 |
Background
Questions
How much does Matter Family Office manage?
Matter Family Office reports $3.8B in regulatory assets under management across 2,360 accounts, 16% of it on a discretionary basis, on its Form ADV filed July 21, 2026.
How many clients does Matter Family Office have?
It reports 226 individual clients: 128 high-net-worth individuals and 98 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Matter Family Office headquartered?
Its main office is in St Louis, Missouri. It reports 4 offices in total and 55 employees, 40 of whom perform investment advisory functions.
How does Matter Family Office charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Matter Family Office use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 21, 2026, it reports these amounts held: Charles Schwab ($3.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Matter Family Office a hybrid RIA with a broker-dealer?
Matter Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Matter Family Office a fiduciary?
As an SEC-registered investment adviser, Matter Family Office owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Matter Family Office’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →