MATSON CAPITAL LLC
CRD #335193 SEC #801-132894 MASON, OH (513) 204-8084
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
12
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRAWFORD, JOSHUA, MATTHEW | I | VICE PRESIDENT OF COACHING | NA | Control |
| CRAWFORD, JOSHUA, MATTHEW | I | VICE PRESIDENT OF COACHING | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | NA | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO | NA | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO OF MATSON CAPITAL, LLC; TRUSTEE OF MARK E. MATSON LIVING TRUST | NA | Control |
| MATSON, MATTHEW, SANFORD | I | VICE PRESIDENT OF TECHNOLOGY | NA | |
| MATSON, MATTHEW, SANFORD | I | VICE PRESIDENT OF TECHNOLOGY | NA | |
| MATSON, MICHELLE, LOTZ | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE, LOTZ | I | VICE PRESIDENT, SECRETARY | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MARK E. MATSON LIVING TRUST | DE | MEMBER | E | Control |
| MARK E. MATSON LIVING TRUST | DE | MEMBER | E | Control |
Registrations
Federal
IA
May 9, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
5955 DEERFIELD BLVD.MASON, OH 45040
United States
Phone: (513) 204-8084