# Matson Capital LLC

> Matson Capital LLC is an SEC-registered investment advisory firm in Mason, OH, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated May 15, 2026.

- CRD: 335193
- Filed as: MATSON CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mason, OH
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335193
- AdvisorCensus page: https://advisorcensus.com/firm/matson-capital-llc-mason-oh-335193

## Quick answers

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

**Where is Matson Capital LLC located?**
Matson Capital LLC's principal office is in Mason, OH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Matson Capital LLC registered with the SEC or a state?**
Matson Capital LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335193.

**How have Matson Capital LLC's assets and staff changed since 2025?**
In the Form ADV data for Matson Capital LLC: Total employees: 12 in October 2025 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Matson Capital 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/335193

**Does Matson Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 15, 2026 says: "Matson Capital Clients primarily include individuals, high net worth individuals, pension and profit-sharing accounts, trusts, estates, charitable organizations and business entities. Matson Capital has no minimum investment amount."

**What changed in Matson Capital LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 5 to 4. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Account minimum: None

> Matson Capital Clients primarily include individuals, high net worth individuals, pension and profit-sharing accounts, trusts, estates, charitable organizations and business entities. Matson Capital has no minimum investment amount.

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- adx.matsonmoney.com
- investing.science
- lifeonpurpose.com
- lifeonpurpose.net
- lifeonpurpose.us
- markmatsoncomplaints.com
- markmatsonreviews.com
- markmatsonscams.com
- matson.capital
- matsonmoney.com
- matsonmoney.net
- ria.matsonmoney.com
- vimeo.com/user103024884
- Facebook @MATSONMONEY
- Facebook facebook.com
- Instagram @MATSONMONEY
- Instagram @markmatson1
- LinkedIn @MATSON-MONEY
- LinkedIn @markmatson
- TikTok @THE.MARKMATSON
- X @MARKMATSON
- X @MATSONMONEY
- YouTube @mark_matson
- YouTube @matsonmoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 12 | May 9, 2025 |
| October 2026 | Not reported | 10 | May 15, 2026 |

Total employees: 12 in October 2025 and 10 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 5 to 4.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matson Capital LLC (CRD 335193): Form ADV filing data as of October 2026.