Matador Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Matador Financial Planning serves individual and high-net-worth clients and provides ongoing portfolio management and related financial planning services. The firm manages both discretionary and non‑discretionary accounts and invests across mutual funds, equities, fixed income, real estate funds (including REITs), ETFs (including gold and other precious‑metal ETFs), TIPS and non‑U.S. securities.
The firm documents client goals and risk tolerance in a written Investment Policy Statement, uses fundamental analysis and modern portfolio theory, and implements both long‑term and short‑term trading as appropriate. Matador typically seeks discretionary authority, delivers quarterly account reviews, and tailors model portfolios or client restrictions where practicable.
Noteworthy features for this small, team‑based adviser include in‑house management of all client assets rather than selection of third‑party managers and no stated account minimums for its services. The firm also uses more complex instruments in managed accounts—alongside precious‑metal ETFs, it employs derivatives in separately managed accounts—and transacts primarily through Interactive Brokers, a relationship that can involve soft‑dollar research and execution considerations.
Client services
Expertise
Fee options
Up to 1.50% annually, negotiable
Main office
Saint Johns FL
Advisors at this office
4
Most active in
Florida
Also doing business as
Matador Financial · Matador Financial Planning LLC · Rust, Eric Anthony
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Justin K
Series 66
Saint Johns, FL
Matador Financial
Justin Kawar is a financial advisor at Matador Financial with a Series 66 designation and 14 years of industry experience. He has worked at Toro Wealth Management LLC, Ambassador, and Edgewater Group, where he is also Director of Accounting and Finance, overseeing financial operations for distressed real estate advisory and acquisition services. Matador Financial Planning serves individual and high-net-worth clients, providing portfolio management and financial planning with a focus on both discretionary and non-discretionary accounts. The firm uses fundamental analysis and modern portfolio theory, manages assets in-house, and employs a range of investment vehicles including mutual funds, equities, fixed income, real estate funds, ETFs, and derivatives.
Jason K
Series 65
Saint Johns, FL
Matador Financial
Jason Kradman is a financial advisor at Matador Financial with four years of industry experience and holds a Series 65 designation. Prior to his advisory role, he has worked in education and currently serves as the head football coach at Jupiter High School. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with in-house management of client assets and no stated account minimums.
Eric R
CFP®, Series 66
Saint Johns, FL
Matador Financial
Eric Rust is a CFP® with 19 years of industry experience, currently serving as an advisor at Matador Financial Planning LLC since 2014. He holds a Series 66 license and is based in Saint Johns, Florida. Matador Financial Planning serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm uses fundamental analysis and modern portfolio theory to manage discretionary and non-discretionary accounts, investing across a range of asset classes including mutual funds, equities, fixed income, real estate funds, ETFs, TIPS, and non-U.S. securities.
Marco C
Series 66
Saint Johns, FL
Matador Financial
Marco Coleman is a financial advisor at Matador Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Matador Financial since 2014. Prior to his advisory role, Coleman was involved with the Georgia Tech Football Team for five years. He also volunteers as a defensive line and linebackers coach at Morehouse College. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with a focus on in-house asset management and a broad range of investment instruments.
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