RIA Intel›Advisers›Missouri›MATTER, LLC

MATTER, LLC

Advisory

N·ST LOUIS, MO

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM

$3.8B

1-Year AUM Growth

0.0%

3-Year CAGR

+3.1%

Employees

40

Assets Under Management

Total AUM$3.8B

Discretionary AUM$600M

Non-Discretionary AUM$3.2B

Discretionary %15.7%

Total Clients251

Team

Total Employees40

Investment Advisers55

Employee Growth (1Y)+8.6%

Filing History

Total Filings on Record60

First FilingFeb 22, 2001

Latest FilingJul 8, 2026

🔒 Full AUM trend chart and 60 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MATTER, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.