# MATSON CAPITAL LLC

MATSON CAPITAL LLC of MASON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 335193
- Type: SEC-registered investment adviser
- SEC file number: 801-132894
- Location: 5955 DEERFIELD BLVD., MASON, OH, 45040
- Phone: (513) 204-8084
- Latest filing: 2026-05-15
- Clients: 10

## Business model

- Compensation: % of AUM
- Clients served: Individuals, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Mark Edward Matson | CEO, CFO; CEO, CFO OF MATSON CAPITAL, LLC; TRUSTEE OF MARK E. MATSON LIVING TRUST; TRUSTEE | — |
| Michelle Lotz Matson | VICE PRESIDENT, SECRETARY | — |
| Matthew Sanford Matson | VICE PRESIDENT OF TECHNOLOGY | — |
| Daniel Joseph List | CHIEF COMPLIANCE OFFICER & PRESIDENT | — |
| Melissa Kay Matson | EXECUTIVE VICE PRESIDENT | — |
| Joshua Matthew Crawford | VICE PRESIDENT OF COACHING | — |
| Joshua Mcihael Crawford | CO CEO | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SCOTTSDALE | AZ | 3 | 513-204-8084 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335193/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335193/similar
- Related entities: https://search.stillhousedata.com/firm/335193/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335193

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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.