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Matrix Asset Allocation Inc (Cincinnati)


Matrix Asset Allocation Inc is a large advisory firm based in Cincinnati. It manages $437.11 million of regulatory assets for 4,051 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 36 other states.

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Matrix Asset Allocation provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matrix Asset Allocation: assets under management

The assets under management (AUM) of Matrix Asset Allocation Inc is $437.11 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $425.11 million in discretionary accounts and $12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Matrix Asset Allocation Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mark Edward Matson Shareholder 1 Oct 1996 50% - 75% 1385759
Mary Lou Matson Shareholder 1 Oct 1996 25% - 50% 4386962

Based in Cincinnati

The principal office where Matrix Asset Allocation Inc performs its advisory services is located at 3700 Park 42 Drive, Cincinnati, OH 45241, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-563-8015 or by fax 513-563-2624. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at maa.com.


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