Matthew Platler
Platler Capital Management · Bigfork, Montana
Matthew Platler is a fee-only financial advisor at Platler Capital Management in Bigfork, Montana. Platler Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Platler Capital Management |
|---|---|
| Based in | Bigfork, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $27.9M across 54 accounts |
| SEC registration | Investment adviser representative in CA, MT · CRD 2554296 |
| Exams passed | Series 63 (1996) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Matthew's firm compares
- Platler Capital Management's average account is about $518,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Matthew
Is Matthew Platler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Platler Capital Management 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's firm, Platler Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Platler based?
Matthew Platler is based in Bigfork, Montana.
Is Matthew Platler registered with the SEC?
Yes. Matthew Platler is registered as an investment adviser representative in CA and MT (CRD 2554296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platler Capital Management manage?
Platler Capital Management reports $27.9M across 54 accounts in assets under management.
How do I contact Matthew Platler?
Contact details aren't on file yet. Search for Platler Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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