Unclaimed Profile

Harry Meade Flavin

MATTERHORN CAPITAL MANAGEMENT, LLC·SAN ANTONIO, Texas

Clean record15 years registeredMATTERHORN CAPITAL MANAGEMENT, LLC

3512 PAESANOS PARKWAY, SAN ANTONIO, TX 78231CRD# 4344740Firm CRD# 133766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harry Meade Flavin · SAN ANTONIO, TX

Registration

CRD #4344740 · MATTERHORN CAPITAL MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MATTERHORN CAPITAL MANAGEMENT, LLC

AVALON INVESTMENT & ADVISORY

Dec 2016 – Mar 2023

San Antonio, TX

MATTERHORN CAPITAL MANAGEMENT, LLC

Apr 2011 – Dec 2016

SAN ANTONIO, TX

Registrations & Exams

Registration record

First registered · April 21, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTERHORN CAPITAL MANAGEMENT, LLC

CRD 133766 · SEC 801-67876

AUM

$420M

Regulatory assets under management

Employees

445 client accounts

Services offered by MATTERHORN CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MATTERHORN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Harry Meade Flavin offer?

Harry Meade Flavin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Harry Meade Flavin's credentials?

Harry Meade Flavin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harry Meade Flavin located?

Harry Meade Flavin is based in SAN ANTONIO, Texas, last registered with MATTERHORN CAPITAL MANAGEMENT, LLC.

How does Harry Meade Flavin charge for services?

Harry Meade Flavin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATTERHORN CAPITAL MANAGEMENT, LLC?

MATTERHORN CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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