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MATTY AI INC.
CRD 317016File 801-122590
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$39K
Bottom 25% of cohort (national)
Discretionary AUM
$39K
Clients
135
135 accounts
Employees
2
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 29, 2021
- Principal office
- 5 TRYON AVE., GREENVILLE, SC, 29609
- Phone
- 864-888-7673
- Website
- https://matty.ai/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $39K
- Discretionary AUM
- $39K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 135
- Non-discretionary accounts
- 0
- Total accounts
- 135
- AUM per client
- $291
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 135 | $39K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SERVICE FEE OF 3% OF ALL FUNDS ADDED TO THE MATTY ACCOUNT
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 133 | 135 | increased by2 |
| Apr 1, 2026 | AUM | $36,582 | $39,330 | increased by$2,748 |
| Apr 1, 2026 | Accounts | 133 | 135 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 133 | increased by120 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,089 | $36,582 | increased by$32,493 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 133 | increased by120 |
| Apr 1, 2022 | AUM | $0 | $4,089 | increased by$4,089 |
| Apr 1, 2022 | Accounts | 0 | 13 | increased by13 |
| Nov 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MATTY AI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MATTY AI” may also match similarly-named firms). Confirm identity against each filing.
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.