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MATRIX ASSET ADVISORS INC
CRD 107408File 801-36872
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$1.40B
Clients
650
650 accounts
Employees
12
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 15, 1990
- Principal office
- 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606
- Phone
- 212-486-2004
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $1.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 650
- Non-discretionary accounts
- 0
- Total accounts
- 650
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $57.6M |
| Charitable organizations | 13 | $16.1M |
| Other investment advisers | 12 | $195.6M |
| High net worth individuals | 381 | $848.2M |
| Pension and profit sharing plans | 17 | $53.4M |
| Individuals (other than high net worth individuals) | 226 | $93.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FLAT FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.