Matthew Lutz

Current Employers

Tenet Portfolio Management

Nicholasville, KY • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-07-17
KY	RA	APPROVED	2026-02-03

TX RA
APPROVED_RES

Since 2026-07-17
KY RA
APPROVED

Since 2026-02-03

Branch Locations

Nicholasville, KY • 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

Organization	City	State	From	To
Tenet Investments Llc D/B/A Tenet Portfolio Management	Nicholasville	KY	09/2025	Present
Everstead Cfo Services, Llc	Nicholasville	KY	07/2024	Present
Valvoline Global Operations	Lexington	KY	03/2023	07/2024
Valvoline Inc.	Lexington	KY	11/2019	03/2023
N/A	Nicholasville	KY	03/2018	11/2019
Greentree Enterprises, Llc Dba Muir Station Capital	Lexington	KY	01/2012	03/2018

09/2025 → Present

Tenet Investments Llc D/B/A Tenet Portfolio Management

Nicholasville, KY
07/2024 → Present

Everstead Cfo Services, Llc

Nicholasville, KY
03/2023 → 07/2024

Valvoline Global Operations

Lexington, KY
11/2019 → 03/2023

Valvoline Inc.

Lexington, KY
03/2018 → 11/2019

N/A

Nicholasville, KY
01/2012 → 03/2018

Greentree Enterprises, Llc Dba Muir Station Capital

Lexington, KY

Other Businesses

Matthew Lutz, as Founder and Principal of Everstead CFO Services, LLC, provides financial consulting services to business entities on a fractional basis. This activity, which is not investment related, accounts for approximately 10 hours per month and zero hours during trading hours. This creates a conflict of interest because Matthew Lutz has an incentive to refer Clients between Everstead CFO Services, LLC and TPM, although neither party receives compensation for Client referrals. To mitigate the existence of this conflict, as a fiduciary Matthew Lutz has a duty to act solely in the best interests of each Client and will only recommend services appropriate to the Client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, Clients utilizing services of both entities will engage and remit payment to each business separately. Everstead CFO Services, LLC's address is 101 Stonewall Dr, Nicholasville, KY 40356 and provides financial consulting services to businesses. This business started 07/2024.

Designations