SourcingSourcing

MATTY AI INC.

C27
CRD 317016·SEC 801-122590·GREENVILLE, SC
AUM
$39K
<$25M
Est. Revenue
$393.3
@ 1% on AUM
Est. EBITDA
$117.99
@ 30% margin
Est. Deal Value
$943.92
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MATTY AI INC.
CRD
317016
SEC file #
801-122590
EIN
—
DBA names
—

Economics

AUM
$39K
AUM band
<$25M
AUM trajectory
'23'26
$4K → $39K▲ +862%
Client mix
Individuals Other135

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
Other Compensation

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
twitter.com/mattyinvestmen1(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Bryson, Jonathan, Marcus
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Bryson, Jonathan, Marcus
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mattyai.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2449
Soi Zip Pct 200k Plus
0.0919
Soi Zip Returns 200k Plus
1,310
Soi Zip Total AGI
1,274,614
Fdic Zip Total Deposits
12,124,330,000
Fdic Zip Branch Count
255
Fdic Zip Top Banks
Bank of Travelers Rest
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationGreenville County, SC
Bank of Travelers RestGreenville, SC
Fdic Zip HHI
1481.97
Fdic Zip Top Bank Share Pct
31.56
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI49,922
Returns4,120
Stub 2
AGI126,764
Returns3,440
Stub 3
AGI121,302
Returns1,970
Soi Zip Total Business Income
50,422
Soi Zip Total Cap Gains
81,901
Soi Zip Total Dividends
30,778
Soi Zip Total Returns
14,250
Top Owner CRD
7446560
Trust Company Affiliate
No

People (2)

2
Bryson, Jonathan, Marcus
Direct Owner · 87.5%
7446560
NATALIE MARIE COOPER
IAR
6437048