Richard Mathews

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

• 06/2007 → 01/2019
  State Farm Vp Management Corp.
  Estero, FL
• 07/2007 → Present
  Rich Mathews Sr Insurance Agency
  Estero, FL
• 01/2019 → 08/2019
  State Farm Vp Management Corp.
  Estero, FL
• 04/2022 → Present
  State Farm Vp Management Corp.
  Estero, FL
• 03/2024 → Present
  State Farm Investment Management Corp
  Estero, FL
• 02/2026 → Present
  State Farm Investment Management Corp
  Naples, FL
• 02/2026 → Present
  State Farm Vp Management Corp.
  Naples, FL
• 02/2026 → Present
  Rich Mathews Sr Insurance Agency
  Naples, FL

Other Businesses

1) Rich Mathews Sr Insurance Agency; Investment-related; 9510 Corkscrew Palm Circle Ste 4 Estero FL 33928 and 8710 Addison Place Dr Unit 4 Naples, FL 34119-7877; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2007; 80; 80; Service customers and supervise employees 2) Kushite Capital Group LLC; investment-related; 275 W 3rd Street Bonita Springs FL 34134; investment or commercial property; owner; owner; 06/12/2019; 4; 4; Income producing real estate, I am purchasing investment real estate in the name of this LLC for liability purposes 3) Mashburn Capital Group LLC; investment-related; 9510 Corkscrew Palms Circle Suite 4 Estero FL 33928; investment or commercial property; owner; owner; 03/24/2015; 4; 4; Income producing real estate, I am purchasing investment real estate in the name of this LLC for liability purposes 4) Chapman Group LLC; investment-related; PO Box 892 Estero FL 33929; investment or commercial property; owner; owner; 04/29/2011; 5; 0; invest in income producing real estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-08

Other Names

• Richard Cornelius Mathews