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Kirby T. Ott

Matter Family Office

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About Kirby T. Ott

Kirby T. Ott is a financial advisor with Matter Family Office. Kirby T. Ott is registered as an Investment Advisor Representative in Colorado, Illinois, and Missouri. Kirby T. Ott has been with Matter Family Office since September 2009. Prior to that, Kirby T. Ott was registered with CAMBRIDGE INVESTMENT RESEARCH, INC. and WS GRIFFITH SECURITIES, INC. Kirby T. Ott holds Series 63, Series 65, and Series 7 licenses.

Firm Information

Kirby Ott is currently registered with Matter Family Office. Matter Family Office, based in Clayton, MO, provides financial planning, portfolio management, and educational seminars to high-net-worth individuals, charitable organizations, and pooled investment vehicles. They also create and administer LLCs for clients to pool funds for investments in separately managed vehicles. The firm manages over $3.3 billion in assets.
Matter Family Office

7711 BONHOMME AVENUE

CLAYTON, MO 63105

$3.39B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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create & administer llc's to pool client funds to invest in separately managed investment vehicles.

Create & administer llc's to pool client funds to invest in separately managed investment vehicles.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirby Ott’s Registration & Firm History

MO

08/24/2019 - Present

Matter Family Office (CLAYTON MO)

MO

05/04/2004 - 07/10/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)

CT

05/09/2003 - 05/20/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 06/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirby T. Ott.
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