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David S. Dankmyer

Investment adviser representative at Matter Family Office
20 yearsExperience
2 statesRegistered in
$3.8BFirm assets
35 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
  • Seminars and workshops

Experience

20 years in the industry.

  1. Matter Family OfficeJan 2006 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Matter Family Office

Legal name: Matter, LLC

$3.8BAssets managed
229Clients
43Advisers
35 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
5155590
Firm CRD
106806
Advisor's SEC record (opens in a new tab)
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