Mtr Financial Services, LLC
● SEC registered since 2026CRD 149078SEC# 801-136052Kingwood, TX
Reg. AUM
$119.9M
Employees
1
Accounts
340
Location
Kingwood, TX
Mtr Financial Services, LLC assets under management
Mtr Financial Services, LLC operates as an SEC-registered investment adviser based in Kingwood, TX. The firm has been registered since 2026. It reports $119.9 million in regulatory assets under management and employs 1 people.
Mtr Financial Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Thomas Russell Control | President/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Mtr Financial Services, LLC manage?
Mtr Financial Services, LLC reports $119.9 million in regulatory assets under management on its Form ADV.
How many employees does Mtr Financial Services, LLC have?
Mtr Financial Services, LLC reports 1 employees.
Where is Mtr Financial Services, LLC located?
Mtr Financial Services, LLC is based in Kingwood, TX and has been SEC-registered since 2026.
Does Mtr Financial Services, LLC disclose fund performance?
Mtr Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 Rockmead Drive, Suite 151, Kingwood, TX 77339 |
| Phone | 281-913-1844 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$119.9Mregulatory AUM
Discretionary $119.9M