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MATTER FAMILY OFFICE

ST LOUIS, MO · CRD 106806 · IAPD ↗ · matterfamilyoffice.com · 314-862-5190

$3.81BRegulatory AUM
40Advisory reps
55Employees
0Clients
101-250Planning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — MATTER FAMILY OFFICE notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — MATTER FAMILY OFFICE added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
August 2026 — MATTER FAMILY OFFICE now reports custody of client assets ($2.41B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
March 2026 — MATTER FAMILY OFFICE moved its main office from CLAYTON, MO to ST LOUIS, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
November 2024 — MATTER FAMILY OFFICE added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.