Napatree Capital LLC

Investment Advisor
in Westerly, RI

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About this Advisor

Matthew Landon is a chartered financial analyst working out of Westerly, Rhode Island with 2 years of relevant experience. Landon is currently employed by Napatree Capital LLC. Over the course of their career, Landon has held roles at Lpl Financial, LLC, Napatree Capital LLC, T. Rowe Price Investment Services, Inc, Fusion Analytics Securities LLC, F-Squared Investments and Commonwealth Financial Network. Landon maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Rhode Island. Napatree Capital LLC is a financial advisory firm operating out of Westerly, RI. The firm has just five people on staff. It administers $170 million in assets among its 295 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 295 client accounts, 55% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Napatree Capital LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

90 Beach Street
Westerly, RI 02891

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Napatree Capital LLC Brokerage Details

Total Assets Under Management


RI Average: $2,813,243,532
Total Number of Employees


RI Average: 18
Total Number of Accounts


RI Average: 609
Average Account Size


RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Matthew Landon Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Napatree Capital LLC

2020 - 2020 (< 1 year)

Lpl Financial, LLC

2016 - 2020 (4 years)

Commonwealth Financial Network

2015 - 2016 (1 year)

Fusion Analytics Securities LLC

2013 - 2015 (2 years)

F-Squared Investments

2008 - 2013 (5 years)

T. Rowe Price Investment Services, Inc

*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 Landon 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 Napatree Capital LLC

Matthew Landon
Westerly, RI
Jeffrey Liguori
Westerly, RI
Michael Moses
Westerly, RI
James Maynard
Westerly, RI

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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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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