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Eastman Mattson Capital Management, LLC (Naples)


Eastman Mattson Capital Management, LLC is an adviser based in Naples. It manages $16 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

Eastman Mattson Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eastman Mattson Capital Management: assets under management

The assets under management (AUM) of Eastman Mattson Capital Management, LLC is $16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $457.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eastman Mattson Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naples

The principal office where Eastman Mattson Capital Management, LLC performs its advisory services is located at 9130 Galleria Court, Naples, FL 34109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-254-7780. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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