Verified 10 Nov 2026
Matter Family Office
Matter Family Office is a privately held multifamily office in St Louis, Missouri, offering family operations, wealth planning, investment management and family learning services. It traces back to 1990, when its founder set up the fee-only firm KBL Financial, which later became Matter. Its Form ADV filed on 21 July 2026 reported $3.8 billion in regulatory assets for 128 clients.
- Type
- Multi-family office
- Location
- St. Louis, Missouri, United States
- Sectors
- Public equities, Private funds
- Fund size / AUM
- $3.8B regulatory AUM (Form ADV, filed 2026-07-21)
- Latest fund or filing
- 21 Jul 2026
- Website
- www.matterfamilyoffice.com
Contacts on file
For Matter Family Office, the paid file holds: 5 named decision-makers with roles; firm contact email.
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Sources
- adviserinfo.sec.gov/firm/summary/106806
- reports.adviserinfo.sec.gov/reports/ADV/106806/PDF/106806.pdf
- www.matterfamilyoffice.com/
- www.matterfamilyoffice.com/who-we-are
- www.matterfamilyoffice.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.