Asset ManagerRIA · CRD 122480SEC-Registered

Updated:

Matson Financial Advisors

Matson Financial Advisors, Inc. is an SEC-registered investment adviser in Danbury, CT, registered since 2002. The firm manages approximately $519 million in...

Matson Financial Advisors

Matson Financial Advisors, Inc. is an SEC-registered investment adviser in Danbury, CT, registered since 2002. The firm manages approximately $519 million in regulatory assets. It has 9 employees and 5 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Matson Financial Advisors?

No named principal or investment committee member is publicly sourced. The firm's incorporation records are not detailed in a way that identifies a CEO, CIO, or managing partner responsible for allocation decisions.

Is Matson Financial Advisors registered with the SEC or a state regulator?

Without a confirmed CRD number or an active Form ADV filing in IAPD, the firm's regulatory status cannot be verified. Institutional counterparties typically require this before engaging.

What is Matson's known investment strategy?

No strategy document, investor letter, or portfolio holding is attributable to the firm through primary sources. The absence of asset-class tags, sector focuses, or stage preferences means the deployment approach is unexamined.

Does Matson Financial Advisors manage third-party institutional capital?

There is no public record of the firm securing or disclosing discretionary institutional mandates. No limited partners, co-investment vehicles, or commingled fund structures are cited.

Why is so little information available about this firm?

Many boutique advisory practices operate with minimal public disclosure, relying on referrals and local networks rather than institutional marketing. Without a scraped website or regulatory footprint, the firm falls below the primary-source threshold required for a standard Altss profile.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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