What is Matterhorn Capital Management, LLC's NAICS code?

Matterhorn Capital Management, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Acquisition History Matterhorn Capital Management was acquired by Avalon Advisors in 2016, indicating a potential shift in client base, integration of services, and possible cross-sell opportunities to Avalon’s network.

Acquaintance Opportunity Despite the acquisition, there remains public-facing identification as an independent firm, suggesting potential for targeted outreach to re-engage former clients or allies of the legacy brand for relationship rebuilding and upsell.

Wealth Focus Client base includes high net worth individuals, multi-generational families, and institutions, signaling opportunities to tailor advanced portfolio solutions, estate planning, and next-gen wealth transfer services.

Product Suitability Management of both equity and fixed income portfolios presents cross-sell potential for blended risk-managed strategies, fixed income stabilizers, or customized income solutions for sophisticated clients.

Scale and Reach Small team size historically contrasted with revenues in the lower mid-range; emphasizes the value of scalable, relationship-driven service models and partnerships to compete with larger firms in the municipal and institutional space.

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Matterhorn Capital Management, LLC Tech Stack

Matterhorn Capital Management, LLC uses 2 technology products and services including jQuery, Adobe Fonts, and more. Explore Matterhorn Capital Management, LLC's tech stack below.

jQuery
Javascript Libraries
Adobe Fonts
Web Fonts

Media & News

Avalon Advisors, LLC acquires Matterhorncap.
Matterhorn Capital Management, a small San Antonio investment management firm, has been acquired by Houston-based Avalon Advisors.
Dec 21, 2016 | www.expressnews.com

Matterhorn Capital Management, LLC's Email Address Formats

Matterhorn Capital Management, LLC uses at least 1 format(s):

Matterhorn Capital Management, LLC Email Formats	Example	Percentage
FLast@matterhorncap.com	JDoe@matterhorncap.com	100%

Frequently Asked Questions

What is Matterhorn Capital Management, LLC's phone number?

You can contact Matterhorn Capital Management, LLC's main corporate office by phone at

+1-210-694-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Matterhorn Capital Management, LLC's official website and social media links?

Matterhorn Capital Management, LLC's official website is matterhorncap.com and has social profiles on LinkedIn.

What is Matterhorn Capital Management, LLC's SIC code NAICS code?

Matterhorn Capital Management, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Matterhorn Capital Management, LLC have currently?

As of July 2026, Matterhorn Capital Management, LLC has approximately 1 employees across 1 continents, including Europe. Key team members include Chief Compliance Officer/Director Of Operations: L. B.Executive Pa To Chief Executive Officer: K. T.Chairman: H. F.. Explore Matterhorn Capital Management, LLC's employee directory with LeadIQ.

What industry does Matterhorn Capital Management, LLC belong to?

Matterhorn Capital Management, LLC operates in the Investment Management industry.

What technology does Matterhorn Capital Management, LLC use?

Matterhorn Capital Management, LLC's tech stack includes jQueryAdobe Fonts.

What is Matterhorn Capital Management, LLC's email format?

Matterhorn Capital Management, LLC's email format typically follows the pattern of FLast@matterhorncap.com. Find more Matterhorn Capital Management, LLC email formats with LeadIQ.

Matterhorn Capital Management, LLC

Investment ManagementTexas, United States0-1 Employees

Matterhorn Capital Management, LLC is an independent investment management firm based in San Antonio, Texas, that oversees equity and fixed income portfolios for high net worth individuals, multi-generational family groups, and institutions. The firm operates within the investment management industry, focusing on serving clients with tailored portfolio management to address their financial goals and risk tolerance. Its location in San Antonio places it in the Texas financial services community, and the company describes itself as welcoming in-person conversations to discuss clients' financial needs and interests. A separate news item notes that the firm was acquired by Avalon Advisors, a Houston-based firm, in late 2016, reflecting a notable change in ownership while situating Matterhorn within the broader regional investment management landscape.