# Mathews Capital Management

> Mathews Capital Management is a state-registered investment advisory firm in Folsom, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 304909
- Filed as: MATHEWS CAPITAL MANAGEMENT
- Legal name: Mathews Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Folsom, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304909
- AdvisorCensus page: https://advisorcensus.com/firm/mathews-capital-management-folsom-ca-304909

## Quick answers

**How is Mathews Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mathews Capital Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Mathews Capital Management located?**
Mathews Capital Management's principal office is in Folsom, CA, according to its Form ADV.

**Is Mathews Capital Management registered with the SEC or a state?**
Mathews Capital Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304909.

**How much does Mathews Capital Management manage?**
Mathews Capital Management reports $40,500,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Mathews Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (40).

**Does Mathews Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304909

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $40,500,000
- Discretionary: $40,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $10,000,000 |
| High net worth individuals | 56 | $30,500,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mathewscapitalmanagement.com
- Facebook @MathewsCapitalManagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mathews Capital Management (CRD 304909): Form ADV filing data as of October 2026.