SourcingSourcing

MATSON CAPITAL LLC

C42
CRD 335193·SEC 801-132894·MASON, OH
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MATSON CAPITAL LLC
CRD
335193
SEC file #
801-132894
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
6 advisors → 5 advisors▼ -17%
Primary office
MASON OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
x.com/markmatson

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARK E. MATSON LIVING TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MARK E. MATSON LIVING TRUST
LIST, DANIEL, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.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
0.4159
Soi Zip Pct 200k Plus
0.1885
Soi Zip Returns 200k Plus
5,300
Soi Zip Total AGI
3,922,109
Fdic Zip Total Deposits
26,654,176,000
Fdic Zip Branch Count
596
Fdic Zip Top Banks
Fifth Third Bank
GE Capital Consumer Card Co.

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Society National BankMason, OH
The People's Building Loan and Savings CompanyMason, OH
Fdic Zip HHI
821.83
Fdic Zip Top Bank Share Pct
16.11
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI70,134
Returns6,460
Stub 2
AGI150,823
Returns4,080
Stub 3
AGI196,334
Returns3,160
Soi Zip Total Business Income
115,383
Soi Zip Total Cap Gains
173,145
Soi Zip Total Dividends
120,816
Soi Zip Total Returns
28,110
Trust Company Affiliate
No

People (3)

3
MATSON, MARK, EDWARD
IAR · Executive Officer · 2.5%
1385759
LIST, DANIEL, JOSEPH
IAR · Executive Officer · 2.5%
2619515
Matson, Melissa, Kay
Executive Officer · 2.5%
7091576