MATSON CAPITAL LLC of MASON, OH is an SEC-registered investment adviser (CRD 335193).
Compensation: % of AUM.
Clients served: Individuals, Charities.
| 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 | — |