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Larry Mathis Financial Planning, L.L.C.

● SEC registered since 2023CRD 172858SEC# 801-128560Phoenix, AZ
Export (members)
Reg. AUM
$212.8M
Employees
5
Accounts
703
Location
Phoenix, AZ

Larry Mathis Financial Planning, L.L.C. assets under management

Larry Mathis Financial Planning, L.L.C. operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2023. It reports $212.8 million in regulatory assets under management and employs 5 people.
www.facebook.com/mathiswealthmanagementView on SEC.gov ↗

Larry Mathis Financial Planning, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Cameron Maxwell Mathis ControlVice President - Wealth ManagementUnder 5%2025
Larry Lee Mathis ControlManaging Member And Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Larry Mathis Financial Planning, L.L.C. manage?

Larry Mathis Financial Planning, L.L.C. reports $212.8 million in regulatory assets under management on its Form ADV.

How many employees does Larry Mathis Financial Planning, L.L.C. have?

Larry Mathis Financial Planning, L.L.C. reports 5 employees.

Where is Larry Mathis Financial Planning, L.L.C. located?

Larry Mathis Financial Planning, L.L.C. is based in Phoenix, AZ and has been SEC-registered since 2023.

Does Larry Mathis Financial Planning, L.L.C. disclose fund performance?

Larry Mathis Financial Planning, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7210 N 16th Street, Phoenix, AZ 85020
Phone602-393-0501
Fax800-391-6075
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$212.8M▲ 16%
Mar '25 — $183.1MApr '25 — $183.1MMay '25 — $183.1MJun '25 — $183.1MJul '25 — $183.1MAug '25 — $183.1MSep '25 — $183.1MOct '25 — $183.1MNov '25 — $183.1MDec '25 — $183.1MJan '26 — $183.1MFeb '26 — $183.1MMar '26 — $212.8MApr '26 — $212.8MMay '26 — $212.8MJun '26 — $212.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$212.8Mregulatory AUM
Discretionary $200.1MNon-discretionary $12.7M