Matthews Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Matthews Advisors provides discretionary portfolio management, model portfolio management, financial planning, and consulting services to individual and high-net-worth clients. As of December 31, 2025 the firm reported approximately $57.4 million in assets under management across 76 client accounts.
The firm uses a mix of fundamental, technical and cyclical analysis and implements both long- and short-term strategies, with model portfolios managed according to each model’s stated goal rather than being individually customized for every client. Accounts are managed on a discretionary basis with at least quarterly reviews and periodic client outreach to confirm suitability and any changes in circumstances.
Noteworthy aspects of the brochure include an inconsistency in disclosures about financial planning (Item 4 states planning is provided at no charge while Item 5 describes hourly planning fees), a stated policy not to aggregate or block trades, and a policy that the firm does not vote client proxies (clients retain that responsibility). The firm also requests clients direct brokerage to Fidelity for platform services and lists less-common investment types such as interests in real estate and oil and gas partnerships among the securities it may recommend.
Client services
Expertise
Fee options
$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
$250 per hour for financial planning
Account minimum: $50,000
Main office
3125 Austin Bluffs Parkway
Colorado Springs CO 80918
Advisors at this office
1
Most active in
Colorado · Louisiana · Texas
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
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