# Matthew Friedman

> Matthew Friedman is a fee-only financial advisor at Capital Counsel in New York, New York. Matthew charges a percentage of assets (a $2,000,000 asset minimum).

Page: https://find.wellspent.co/advisors/matthew-friedman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capital Counsel
- **Based in:** New York, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.87B across 785 accounts
- **Works with:** Ultra high net worth, Multi-generational families, Executives
- **CRD:** 7412009 (https://adviserinfo.sec.gov/individual/summary/7412009)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://capitalcounsel.com

## Frequently asked questions

### Is Matthew Friedman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Capital Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew charges a percentage of assets.

### How much does Matthew charge?

According to Capital Counsel's website, checked October 30, 2026: a $2,000,000 asset minimum.

### Where is Matthew Friedman based?

Matthew Friedman is based in New York, New York.

### Is Matthew Friedman registered with the SEC?

Yes. Matthew Friedman is registered as an investment adviser representative in NY and TX (CRD 7412009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Counsel manage?

Capital Counsel reports $2.87B across 785 accounts in assets under management.

### How do I contact Matthew Friedman?

Through Matthew's website, capitalcounsel.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7412009): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://capitalcounsel.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.