Matthew Clay Smith
Investment adviser representative at Collar Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$176.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Collar Capital Management, LLCJul 2025 to now
- St. Cloud Capital, LLCMay 2017 to now
- Mcs: Banc of CaliforniaJul 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Collar Capital Management, LLC
$176.3MAssets managed
125Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4240416
- Firm CRD
- 152325