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
The map below shows states where this firm has explicit registration only.

LA, OR, TX

Financial Advisors at Matterhorn Capital Management, LLC
No Advisor Found.
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