RIA Intel›Advisers›California›MATHEWS CAPITAL MANAGEMENT LLC

MATHEWS CAPITAL MANAGEMENT LLC

Advisory

FOLSOM, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,665
of 5,480 advisers by AUM
Average account
$422K
across 96 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
96
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients96
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

JGE CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA
$41M
-70.0% 1Y
KEYMARK FINANCIAL
ROLLING HILLS ESTATES, CA
$40M
TIBURON FINANCIAL ADVISORS, INC.
$41M
TRUE BEARING ASSET MANAGEMENT LP
SAN FRANCISCO, CA
$41M
VANMAY WEALTH MANAGEMENT, LLC
HUNTINGTON BEACH, CA
$41M
BIGHORN FINANCIAL, INC.
$41M

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