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Matthew Crawford Kerr

Lauterbach Financial Advisors, LLC

El Paso, TX

CRD 7247401

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Employer firm

Lauterbach Financial Advisors, LLC CRD 114431

$700M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Lauterbach Financial Advisors, Llc

4130 Rio Bravo Street, El Paso, TX 79902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-08
  • TX RA
    APPROVED
    Since 2020-04-08

Branch Locations

4130 Rio Bravo Street, El Paso, TX 79902 • 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
Lauterbach, Borschow & Company, Pc El Paso TX 08/2009 Present
Lauterbach Financial Advisors, Llc El Paso TX 02/2020 Present
Other Businesses

Paso Properties, LP, NON INVESTMENT RELATED; 7500 Montana Ave, El Paso, TX 79925, Passive Real Estate Investment; Limited Partner, 01/2015, 0 hours 4130 Rio Bravo Ltd, NON INVESTMENT RELATED; 4130 Rio Bravo St, El Paso, TX 79902, Passive Real Estate Investment; Limited Partner, 01/2017, 0 hours My Garage Fund II LP, NON INVESTMENT RELATED; 4798 Doniphan El Paso, TX 79922, Passive Real Estate Investment; Limited Partner, 01/2021, 0 hours KKL, LLC, NON INVESTMENT RELATED; 4130 Rio Bravo St, El Paso, TX 79902, Passive Real Estate Investment; Member, 05/2019, 0 hours Evergen Coinvestment Vehicle II, LP, NON INVESTMENT RELATED; 600 W. 5th Street #1200 Austin, TX 78701, Passive Real Estate Investment; Limited Partner, 01/2025, 0 hours Evergen Equity 20, LP; NON INVESTMENT RELATED; 600 W. 5th Street #1200 Austin, TX 78701, Passive Real Estate Investment; Limited Partner, 07/2024, 0 hours AP Growth Properties, LP; NON INVESTMENT RELATED; 7500 Montana Ave, El Paso, TX 79925, Passive Real Estate Investment; Limited Partner, 09/2022, 0 hours Lauterbach, Borschow & Co.P.C.; NON INVESTMENT RELATED; since August 2009 (partner since 2016)- 4130 Rio Bravo St El Paso, TX 79902, CPA Firm, serves as managing partner and CPA for firm, 50 hours/week - during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-03
  • S65 Uniform Investment Adviser Law Examination
    2020-02-03
Other Names
  • Matt Kerr

View on SEC IAPD

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