Matty Ai Inc.
- Regulatory AUM
- $39.3K
- Discretionary
- $39.3K
- Clients
- 135
- Avg AUM / client
- $291
- Accounts
- 135
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 135 | $39.3K | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryson, Jonathan, Marcus | Founder/Ceo/Chief Compliance Officer | Sep 2021 (5y) | 75% or more | |
| Natalie Marie Cooper | Registered representative | Mar 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • SERVICE FEE OF 3% OF ALL FUNDS ADDED TO THE MATTY ACCOUNT
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Alpaca Securities Llc $36.6K (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗