# Matson Financial Advisors

Matson Financial Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** matsonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/matson-financial-advisors-inc

## Regulatory record

- **CRD number:** 122480
- **SEC file number:** 801-61439
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122480

## About

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.

## 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.

### 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.

## Related profiles

- [Matias Ventures](https://altss.com/profile/matias-ventures)
- [MatsukiyoCocokara & Co.](https://altss.com/profile/matsukiyococokara-and-coadr)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/matson-financial-advisors-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
