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MATTERHORN CAPITAL ADVISORS, LLC

WEST CONSHOHOCKEN, PA · CRD 309960 · IAPD ↗ · matterhorncapitalpartners.com · 610-940-5303

$396.4MRegulatory AUM
9Advisory reps
11Employees
0Clients
0Planning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2025 — MATTERHORN CAPITAL ADVISORS, LLC reported RAUM up 28% ($259.5M -> $331.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2025 — MATTERHORN CAPITAL ADVISORS, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2024 — MATTERHORN CAPITAL ADVISORS, LLC reported RAUM up 45% ($170.2M -> $246.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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