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MATRIX PRIVATE CAPITAL GROUP

CHICAGO, IL · CRD 285531 · IAPD ↗ · 312-736-9572

$561.0MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — MATRIX PRIVATE CAPITAL GROUP moved its main office from NEW YORK, NY to CHICAGO, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — MATRIX PRIVATE CAPITAL GROUP crossed $500M in regulatory AUM ($494.9M -> $561.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2026 — MATRIX PRIVATE CAPITAL GROUP grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — MATRIX PRIVATE CAPITAL GROUP shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — MATRIX PRIVATE CAPITAL GROUP shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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