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Matthew Dayton Ritt

Ironview Capital Management, LLC

Charleston, SC

Conshohocken, PA

CRD 5979122

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Employer firm

Ironview Capital Management, LLC CRD 150250

$1.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CORPORATE CONSULTING

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

Current Employers
Ironview Capital Management, Llc

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
  • SC RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

Charleston, SC • United States

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • 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
Questis Advisor Partners, Llc Charleston SC 04/2014 12/2017
Kinwell Llc Charleston SC 12/2017 05/2026
Ironview Capital Management, Llc Conshohocken PA 05/2026 Present
Previous Registrations
  • 2018-01-31 → 2026-06-01
    Charleston, SC
  • 2014-05-20 → 2017-12-31
    Questis
    Charleston, SC
    Charleston, SC
  • 2013-09-25 → 2014-04-29
    Questis Portfolio Partners, Llc
    Charleston, SC
  • 2013-04-29 → 2013-09-24
    Questis
    Charleston, SC
  • 2012-01-03 → 2013-04-23
    Mount Pleasant, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-22
  • S66 Uniform Combined State Law Examination
    2011-12-22
Designations
  • Certified Financial Planner
Other Names
  • Matt Dayton Ritt

View on SEC IAPD

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