Matthews Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,452,276
Clients
76
18% 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
76
Very HighAverage account size
$755,951
About
Matthews Advisors provides discretionary portfolio management, model portfolio management, financial planning, and consulting services to individual and high-net-worth clients. As of December 31, 2025 the firm reported approximately $57.4 million in assets under management across 76 client accounts.
The firm uses a mix of fundamental, technical and cyclical analysis and implements both long- and short-term strategies, with model portfolios managed according to each model’s stated goal rather than being individually customized for every client. Accounts are managed on a discretionary basis with at least quarterly reviews and periodic client outreach to confirm suitability and any changes in circumstances.
Noteworthy aspects of the brochure include an inconsistency in disclosures about financial planning (Item 4 states planning is provided at no charge while Item 5 describes hourly planning fees), a stated policy not to aggregate or block trades, and a policy that the firm does not vote client proxies (clients retain that responsibility). The firm also requests clients direct brokerage to Fidelity for platform services and lists less-common investment types such as interests in real estate and oil and gas partnerships among the securities it may recommend.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
General tax planning
Fee options
$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
$250 per hour for financial planning
Account minimum: $50,000
Main office location
Matthews Advisors, LLC
3125 Austin Bluffs Parkway
Colorado Springs CO 80918, United States
Number of offices
1
Most active in
Matthews Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Louisiana · Texas
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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