M
Matthew Laydon Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,010,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
60
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$333,500
About
Matthew Laydon Capital Management offers ongoing portfolio management and financial planning to individuals and high‑net‑worth clients and also works with charitable organizations, an uncommon client type for independent advisers. The firm reports about $30 million in assets under management across roughly 60 clients and documents each client’s goals and constraints in a written Investment Policy Statement.
MLCMLLC generally manages accounts under written IPSs and typically seeks discretionary trading authority, employing both active and passive approaches across equities, ETFs, fixed income, real‑estate funds and, when appropriate, options and margin. Its investment process uses a mix of fundamental, quantitative, technical and modern portfolio theory analyses, documents client risk tolerances, and performs at least monthly account reviews.
Noteworthy aspects include the firm’s engagement with charitable organization clients and its use of higher‑risk instruments (margin and options) alongside traditional investments, which can make portfolio construction more complex than many peers. The firm recently added financial planning to its services, maintains custody relationships with both Schwab Advisor Services and Interactive Brokers, and the principal also provides separate one‑on‑one trade mentorship as an outside business activity.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Passive / index investing
Wealth management
Fee options
Financial Planning fixed fee: $2,500
Active Strategies: 2.00% annually; Passive Strategies: 1.25% annually
Main office location
Matthew Laydon Capital Management
134 Wando Reach Rd.
Charleston SC 29492, United States
Number of offices
1
Most active in
Matthew Laydon Capital Management has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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