Matthew
Kahovec

The Mather Group, LLC

CRD#7111919
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Kahovec is a certified financial planner who works in Chicago, Illinois who has 4 years of relevant experience. Kahovec is currently employed by The Mather Group, LLC. Throughout their career, Kahovec has worked at The Mather Group, LLC, Astraeus Advisers LLC and Mmr Trading LLC. Kahovec maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in California, Illinois, New Hampshire and Texas. The Mather Group, LLC is a registered investment business that has its headquarters in Chicago, IL. The company has offices in 60 locations and a total of 167 advisors. It handles $9 billion in assets under management among its 16,761 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 16,761 customer accounts, 51% are associated with high-net-worth clients who have more than $1 million in investable assets. The Mather Group, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically depend on the financial services. Fees charged by The Mather Group, LLC can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

353 N. Clark Street Suite 2775
Chicago, IL 60654

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$8,718,717,623

IL Average: $6,674,516,078
Total Number of Employees

167

IL Average: 44
Total Number of Accounts

16,761

IL Average: 2,564
Average Account Size

$520,179

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Kahovec Work History

Matthew has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

The Mather Group, LLC

2021 - 2022 (1 year)

The Mather Group, LLC

2019 - 2021 (2 years)

The Mather Group, LLC

2014 - 2019 (5 years)

Astraeus Advisers LLC

2010 - 2014 (4 years)

Mmr Trading 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.

Disclosures

Please visit the SEC profile of Matthew Kahovec 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 The Mather Group, LLC

Joshua Mason
Snohomish, WA
Bradley Phillips
Austin, TX
Jonathan Gussick
Chicago, IL
Kelly Carpenter
Chicago, IL
Timothy Bates
Chicago, IL
Richard Megica
Chicago, IL
Adam Spector
Chicago, IL
James Perkins
Chicago, IL

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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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