Matthew Smith
Collar Capital Management · Santa Barbara, California
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.
Request an introduction to Matthew →
Specialties
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 |
| Assets under management | $176.3M across 297 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4240416 |
| Exams passed | Series 63 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.collarcapital.com |
How Matthew's firm compares
- Collar Capital Management's average account is about $593,000, from its Form ADV (assets managed divided by 297 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
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
- Collar Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.