# Matterhorn Capital Advisors, LLC

> Matterhorn Capital Advisors, LLC is an SEC-registered investment advisory firm in West Conshohocken, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309960
- Filed as: MATTERHORN CAPITAL ADVISORS, LLC
- Also doing business as: MATTERHORN CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309960
- AdvisorCensus page: https://advisorcensus.com/firm/matterhorn-capital-advisors-llc-west-conshohocken-pa-309960

## Quick answers

**How is Matterhorn Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Matterhorn Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Matterhorn Capital Advisors, LLC located?**
Matterhorn Capital Advisors, LLC's principal office is in West Conshohocken, PA, according to its Form ADV.

**Is Matterhorn Capital Advisors, LLC registered with the SEC or a state?**
Matterhorn Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 309960.

**How much does Matterhorn Capital Advisors, LLC manage?**
Matterhorn Capital Advisors, LLC reports $396,377,016 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Matterhorn Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Matterhorn Capital Advisors, LLC: Regulatory assets under management: $170,208,930 in the October 2023 data and $396,377,016 in the October 2026 data, up 133%. Total employees: 7 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Matterhorn Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Matterhorn Capital Advisors, 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/309960

**What changed in Matterhorn Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Matterhorn Capital. Regulatory assets under management went from $331,374,133 to $396,377,016 (+20%). 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
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $396,377,016
- Discretionary: $396,377,016
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $396,377,016 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- matterhorncapitalpartners.com
- LinkedIn @matterhorn-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 25, 2022 |
| October 2023 | $170,208,930 | 7 | March 31, 2023 |
| October 2024 | $259,522,842 | 7 | May 30, 2024 |
| October 2025 | $331,374,133 | 11 | March 28, 2025 |
| October 2026 | $396,377,016 | 11 | March 31, 2026 |

Regulatory assets under management: $170,208,930 in the October 2023 data and $396,377,016 in the October 2026 data, up 133%.
Total employees: 7 in October 2023 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Matterhorn Capital.
- Regulatory assets under management went from $331,374,133 to $396,377,016 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matterhorn Capital Advisors, LLC (CRD 309960): Form ADV filing data as of October 2026.