Karpas Strategies LLC

Investment Advisor
in Litchfield, CT

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About this Advisor

Matthew Karpas is a financial advisor who works out of Litchfield, Connecticut who has 16 years of industry experience. Karpas works at Karpas Strategies LLC. They have worked at Karpas Strategies Llc for their whole career. Karpas maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Connecticut and Florida. Karpas Strategies LLC is a financial advisory company that has its headquarters in Litchfield, CT. The investment advisory business has just two employees. It has $383 million in assets under management among its 186 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 186 accounts, 91% are held by high-net-worth individuals who have at least $1 million in assets. Karpas Strategies Llc provides portfolio management for individuals and small businesses. Financial advisory fees vary depending on which service is offered. However, fees charged by Karpas Strategies LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

33 West Street, Rear P.O. Box 235
Litchfield, CT 06759

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Karpas Strategies LLC Brokerage Details

Total Assets Under Management


CT Average: $5,297,377,271
Total Number of Employees


CT Average: 35
Total Number of Accounts


CT Average: 690
Average Account Size


CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Matthew Karpas Work History

Matthew has been registered as a financial advisor for 16 years.*

1994 - Present (30 years)

Karpas Strategies, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Matthew Karpas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Karpas Strategies LLC

Zachary Chernus
Litchfield, CT
Matthew Karpas
Litchfield, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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