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Kirby T. Ott

Matter Family Office

Clayton, MO

CRD 4572329

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Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-09-03
CO RA APPROVED 2019-08-26
MO RA APPROVED 2019-08-24
  • IL RA
    APPROVED
    Since 2019-09-03
  • CO RA
    APPROVED
    Since 2019-08-26
  • MO RA
    APPROVED
    Since 2019-08-24

Branch Locations

7711 Bonhomme Avenue Suite 400, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matter Family Office Clayton MO 09/2009 06/2019
Matter Family Office Clayton MO 08/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-05
S63 Uniform Securities Agent State Law Examination 2003-05-16
  • S65 Uniform Investment Adviser Law Examination
    2012-06-05
  • S63 Uniform Securities Agent State Law Examination
    2003-05-16

View on SEC IAPD

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Nearby Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz

Nearby Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO

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