# Matauro, LLC

> Matauro, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 333038
- Filed as: MATAURO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333038
- AdvisorCensus page: https://advisorcensus.com/firm/matauro-llc-new-york-ny-333038

## Quick answers

**How is Matauro, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Matauro, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Matauro, LLC charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Flat fee: $2,500 to $25,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Matauro, LLC located?**
Matauro, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Matauro, LLC registered with the SEC or a state?**
Matauro, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333038.

**How much does Matauro, LLC manage?**
Matauro, LLC reports $1,047,284,784 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (98% discretionary).

**How have Matauro, LLC's assets and staff changed since 2024?**
In the Form ADV data for Matauro, LLC: Regulatory assets under management: $0 in the October 2024 data and $1,047,284,784 in the October 2026 data. Total employees: 14 in October 2024 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Matauro, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (522); high net worth individuals (354).

**Which custodians does Matauro, LLC use?**
Matauro, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Matauro, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333038

**What changed in Matauro, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $703,091,658 to $1,047,284,784 (+49%). Employees performing advisory functions went from 14 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Flat fee: $2,500 to $25,000 (financial planning and consulting services)

> Flat fees range from $2,500 to $25,000. These are general fee ranges and are negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,047,284,784
- Discretionary: $1,027,079,554
- Non-discretionary: $20,205,230

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 522 | $244,144,674 |
| High net worth individuals | 354 | $803,140,110 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 16 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- matauro.com
- Instagram @mataurollc
- LinkedIn @matauro
- X @mataurollc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 14 | September 27, 2024 |
| October 2025 | $703,091,658 | 14 | April 2, 2025 |
| October 2026 | $1,047,284,784 | 16 | April 1, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $1,047,284,784 in the October 2026 data.
Total employees: 14 in October 2024 and 16 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $703,091,658 to $1,047,284,784 (+49%).
- Employees performing advisory functions went from 14 to 10.

### December 2025
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matauro, LLC (CRD 333038): Form ADV filing data as of October 2026.