Matson Capital LLC
● SEC registered since 2025CRD 335193SEC# 801-132894Mason, OH
Reg. AUM
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Employees
10
Accounts
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Location
Mason, OH
Matson Capital LLC assets under management
Matson Capital LLC is an investment advisory firm registered with the SEC based in Mason, OH. The firm has been registered since 2025. It employs 10 people.
Matson Capital LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph List Control | Chief Compliance Officer & President | Under 5% | 2025 |
| Mark e. Matson Living Trust Control | Member | Over 75% | 2024 |
| Mark Edward Matson Control | Ceo, Cfo Of Matson Capital, Llc; Trustee Of Mark E. Matson Living Trust | Under 5% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Matson Capital LLC have?
Matson Capital LLC reports 10 employees.
Where is Matson Capital LLC located?
Matson Capital LLC is based in Mason, OH and has been SEC-registered since 2025.
Does Matson Capital LLC disclose fund performance?
Matson Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5955 Deerfield Blvd., Mason, OH 45040 |
| Phone | (513) 204-8084 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 40%
More than 60% of 16,825 advisers