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 - 5 of 5 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
Stefan F. Grater
CRD#: 4558587
3512 Paesanos Parkway, Suite 301, San Antonio, TX 78231
96
Wealthminder
score

Stefan Grater (CRD# 4558587) is an Investment Advisor Representative working at Matterhorn Capital Management, LLC in San Antonio, TX and has over 16 years of experience in the finance industry.

3
Juan A. Landa
CRD#: 4899993
3512 Paesanos Parkway, Suite 301, San Antonio, TX 78231
93
Wealthminder
score

Juan Landa (CRD# 4899993) is an Investment Advisor Representative working at Matterhorn Capital Management, LLC in San Antonio, TX and has over 13 years of experience in the finance industry.

4
Harry M. Flavin
CRD#: 4344740
3512 Paesanos Parkway, Suite 301, San Antonio, TX 78231
90
Wealthminder
score

Harry Flavin (CRD# 4344740) is an Investment Advisor Representative working at Matterhorn Capital Management, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

5
Geraldo X. Perez
CRD#: 4254932
3512 Paesanos Parkway, Suite 301, San Antonio, TX 78231
90
Wealthminder
score

Geraldo Perez (CRD# 4254932) is an Investment Advisor Representative working at Matterhorn Capital Management, LLC in San Antonio, TX and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.