Ron Kadavana Mathai

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  State Farm Vp Management Corp
  Irving, TX
• 08/2015 → Present
  Ron Mathai Insurance Agency
  Irving, TX
• 08/2023 → Present
  State Farm Investment Management Corp
  Irving, TX

Other Businesses

1) Matmil Bowl, LLC; non-investment-related; 3326 University Park Lane, Irving TX 75062; Retail/Bowling Alley; Silent Partner 50%; 12/04/2017; Trevor Gibbs is the other 50% partner. He's a personal friend but has no insurance relationship with me through State Farm. This is a silent partnership so we will not be managing the business. I am investing $30,000 to be a silent partner on 12/15/17. 0;0 2) Ron Mathai's Insurance Agency; Insurance Agency; Investment-related; 7301 State Highway 161 Ste 180 Irving, TX 75039-2821; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2015; 80; 80; Service customers and supervise employees. 3) Ron Mathai - Property #1 (personally held real estate); Investment-related; 3326 university park lane Irving, TX 75060; Investment or Commercial Property; Owner; 04/16/2024; 1; 1; Rental property business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-16
• S63 Uniform Securities Agent State Law Examination
  2012-03-13

Other Names

• Ron Mathai