Be advised. This firm is no longer registered.

Matterhorn Capital Management, LLC

Matterhorn Capital Management, LLC (CRD# 133766) is a financial advisory firm headquartered in San Antonio, TX. They manage $420,484,308 in 445 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $944,909
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OR, TX

Financial Advisors at Matterhorn Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John W. Derrick
CRD#: 2375134
3512 Paesanos Parkway, Suite 301, San Antonio, TX 78231
96
Wealthminder
score

John Derrick (CRD# 2375134) is an Investment Advisor Representative working at Matterhorn Capital Management, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.

2
Geraldo X. Perez
CRD#: 4254932
3512 Paesanos Parkway, Suite 301, San Antonio, TX 78231
93
Wealthminder
score

Geraldo Perez (CRD# 4254932) is an Investment Advisor Representative working at Matterhorn Capital Management, LLC in San Antonio, TX and has over 5 years of experience in the finance industry.

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