← Tributary

MATSON CAPITAL LLC

MASON, OH · CRD 335193 · IAPD ↗ · (513) 204-8084

$0Regulatory AUM
4Advisory reps
10Employees
60Clients
0Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — MATSON CAPITAL LLC (MASON, OH) is newly SEC-registered with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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