Matterhorn Capital Advisors, LLC
Matterhorn Capital Advisors, LLC is an SEC-registered asset manager in West Conshohocken, PA with $396.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Matterhorn Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309960, SEC 801-127880, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $396.4M (2026-03-31)
- Firm type
- Asset Manager
- Location
- West Conshohocken, PA
- Employees
- 11
- Clients
- 2
- CRD
- 309960
- Ownership
- TREY OTT, LLC; MORSE, PETER, CHRISTOPHER; COSTIN, WILLIAM, GILMOR; OTT, LOUIS, VERDEN; WORLEY, RICHARD, BROWN
How much AUM does Matterhorn Capital Advisors, LLC have?
Matterhorn Capital Advisors, LLC reported $396.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Matterhorn Capital Advisors, LLC?
Disclosed owners and executives of Matterhorn Capital Advisors, LLC include TREY OTT, LLC, MORSE, PETER, CHRISTOPHER, COSTIN, WILLIAM, GILMOR, OTT, LOUIS, VERDEN, WORLEY, RICHARD, BROWN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.