Advisor at Mathews Capital Management
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Firm
Mathews Capital Management
Location
Folsom, CA 95630
Credentials
Series 65
Industry experience
< 1 year
Matthew Rego is a financial advisor at Mathews Capital Management with a Series 65 designation and over 15 years of freelance experience, including eight years at Spotlight Growth before joining Mathews Capital in 2025. He is based in Folsom, CA. Mathews Capital Management is a boutique registered investment adviser serving primarily individual and high-net-worth households with discretionary portfolio management and limited goal-based financial planning. The firm employs a two-component portfolio approach combining market-matching ETFs and fixed income with higher-risk individual stocks and options, and it utilizes a range of options and derivatives strategies uncommon among similar firms.
Based on Mathews Capital Management
$0 - $200,000: 1.000% $200,001 - $300,000: 0.900% $300,001 - $1,000,000: 0.800% $1,000,001 - $2,000,000: 0.750% $2,000,001 - $4,000,000: 0.650% $4,000,001+: 0.600%
Separate paid monthly membership program for investment education products; fees for educational products are paid separately from advisory fees.
Account minimum: $200,000 Fee-only: Investment management fee based on tiered AUM schedule; financial planning included as part of investment management services; fees are negotiable and minimums can be waived.
705 Gold Lake Drive, Suite 250
Folsom, CA 95630
California
Mathews Capital Management LLC
2025 - Present (1 year)
Spotlight Growth
2017 - 2025 (8 years)
Freelance
2010 - 2025 (15 years)
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