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MATSON FINANCIAL ADVISORS, INC.
CRD 122480File 801-61439
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$518.9M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $518.9M
Clients
232
822 accounts
Employees
9
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 12, 2002
- Principal office
- 4 MOUNTAIN VIEW TERRACE, SUITE 104, DANBURY, CT, 06810-4116
- Phone
- 203-743-0131
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $518.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $518.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 822
- Total accounts
- 822
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.6M |
| High net worth individuals | 156 | $481.8M |
| Individuals (other than high net worth individuals) | 74 | $34.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.