# MATRIX PLANNING INC

MATRIX PLANNING INC of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110812
- Type: SEC-registered investment adviser
- SEC file number: 801-26943
- Location: 3015 MAIN STREET, SUITE 403, SANTA MONICA, CA, 90405
- Phone: 310-399-0457
- Latest filing: 2026-04-01
- Regulatory AUM: $121.4M
- Discretionary AUM: $100.5M
- Non-discretionary AUM: $20.8M
- Clients: 4
- Accounts: 82

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [Roberta Jean Smith](https://search.stillhousedata.com/person/592267) | PRESIDENT/CHIEF COMPLIANCE OFFICER | Santa Monica, CA |
| [Shawn Anthony Smith](https://search.stillhousedata.com/person/700316) | SHAREHOLDER | — |
| [SMITH KELLEY JEAN](https://search.stillhousedata.com/person/740777) | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| [SMITH SHAWN ANTHONY](https://search.stillhousedata.com/person/753710) | CHIEF COMPLIANCE OFFICER; SHAREHOLDER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110812/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110812/similar
- Related entities: https://search.stillhousedata.com/firm/110812/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110812

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.