Thomas
Bevington
Matter Family Office
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About this Advisor
Thomas Bevington is a certified financial planner working out of Saint Louis, Missouri. Bevington currently works for Matter Family Office. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Columbia Basin College, Colorado State University-Pueblo, Ascent Talent, Runyon Field, Charles Schwab & Co., Inc, Charles Schwab Bank and Lyft. Bevington holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is registered to serve investors in Colorado. Matter Family Office is a business that has its headquarters in Saint Louis, MO. It has offices in two locations and a total of 44 financial advisors. It has $3 billion in total assets across its 258 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 258 customer accounts, 79% belong to high-net-worth individuals who have greater than $1 million in investable assets. Matter Family Office has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. A financial advisor's fees largely depend on the type of services offered. Fees billed by Matter Family Office likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matter Family Office Brokerage Details
$3,212,104,878
44
258
$12,450,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Bevington Work History
Thomas has been registered as a financial advisor for 0 years.*
Charles Schwab & Co., Inc
Charles Schwab Bank
Fidelity Brokerage Services LLC
Runyon Field
Lyft
Colorado State University-Pueblo
Ascent Talent
Columbia Basin College
*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 Thomas Bevington 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 Matter Family Office
Saint Louis, MO
Denver, CO
Dallas, TX
Saint Louis, MO
Denver, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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.
