# Matthew Smith

> Matthew Smith is a fee-only financial advisor at Collar Capital Management in Santa Barbara, California. Matthew focuses on crypto & digital assets and estate & legacy planning. Collar Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-smith-4240416/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Collar Capital Management
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $176.3M across 297 accounts
- **Specialties:** Crypto & digital assets, Estate & legacy planning
- **CRD:** 4240416 (https://adviserinfo.sec.gov/individual/summary/4240416)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.collarcapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Collar 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, Collar Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Matthew Smith based?

Matthew Smith is based in Santa Barbara, California.

### What does Matthew specialize in?

Matthew's specialties include crypto & digital assets and estate & legacy planning.

### Is Matthew Smith registered with the SEC?

Yes. Matthew Smith is registered as an investment adviser representative in CA (CRD 4240416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Collar Capital Management manage?

Collar Capital Management reports $176.3M across 297 accounts in assets under management.

### How do I contact Matthew Smith?

Through Matthew's website, www.collarcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4240416): 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://www.collarcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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