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Matador Financial

Updated today

Client assets under management

$9,595,040

Clients

31

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

8

Very Low

Average account size

$309,517

About

Matador Financial Planning serves individual and high-net-worth clients and provides ongoing portfolio management and related financial planning services. The firm manages both discretionary and non‑discretionary accounts and invests across mutual funds, equities, fixed income, real estate funds (including REITs), ETFs (including gold and other precious‑metal ETFs), TIPS and non‑U.S. securities.

The firm documents client goals and risk tolerance in a written Investment Policy Statement, uses fundamental analysis and modern portfolio theory, and implements both long‑term and short‑term trading as appropriate. Matador typically seeks discretionary authority, delivers quarterly account reviews, and tailors model portfolios or client restrictions where practicable.

Noteworthy features for this small, team‑based adviser include in‑house management of all client assets rather than selection of third‑party managers and no stated account minimums for its services. The firm also uses more complex instruments in managed accounts—alongside precious‑metal ETFs, it employs derivatives in separately managed accounts—and transacts primarily through Interactive Brokers, a relationship that can involve soft‑dollar research and execution considerations.

Client services

Portfolio management

Expertise

Real estate investing Passive / index investing

Fee options

Percentage

Up to 1.50% annually, negotiable

Main office location

Matador Financial

Saint Johns FL, United States

Number of offices

2

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin K

Series 66

Saint Johns, FL

Matador Financial

Justin Kawar is a financial advisor with Matador Financial and holds a Series 66 designation. He has 14 years of industry experience and has worked at Toro Wealth Management LLC, Ambassador, and Edgewater Group. Outside of his advisory role, Justin serves as Director of Accounting & Finance at Edgewater Group, focusing on distressed real estate advisory and acquisition services. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, offering tailored investment solutions without account minimums and managing all client assets in-house.

Real estate investing Passive / index investing
user avatar

Jason K

Series 65

Saint Johns, FL

Matador Financial

Jason Kradman is a financial advisor at Matador Financial with four years of industry experience and holds a Series 65 designation. Prior to his advisory role, he has worked in education and currently serves as the head football coach at Jupiter High School. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with in-house management of client assets and no stated account minimums.

Real estate investing Passive / index investing
user avatar

Eric R

CFP®, Series 66

Saint Johns, FL

Matador Financial

Eric Rust is a CFP® with 19 years of industry experience, currently serving as an advisor at Matador Financial Planning LLC since 2014. He holds a Series 66 license and is based in Saint Johns, Florida. Matador Financial Planning serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm uses fundamental analysis and modern portfolio theory to manage discretionary and non-discretionary accounts, investing across a range of asset classes including mutual funds, equities, fixed income, real estate funds, ETFs, TIPS, and non-U.S. securities.

Real estate investing Passive / index investing
user avatar

Marco C

Series 66

Saint Johns, FL

Matador Financial

Marco Coleman is a financial advisor at Matador Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Matador Financial since 2014. Prior to his advisory role, Coleman was involved with the Georgia Tech Football Team for five years. He also volunteers as a defensive line and linebackers coach at Morehouse College. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with a focus on in-house asset management and a broad range of investment instruments.

Real estate investing Passive / index investing
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