Todd Michael Matheny
Investment adviser representative at Grandeur Peak Global Advisors
11 yearsExperience
1 stateRegistered in
$3.8BFirm assets
15 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Northern Lights Distributors, LLCOct 2024 to now
- Grandeur Peak Global AdvisorsFeb 2019 to now
- Foreside Financial Services, LLCOct 2023 to Oct 2024
- Alps Distributors, Inc.Feb 2019 to Feb 2019
- Foreside Fund Services, LLCFeb 2016 to Feb 2019
- Welton Investment PartnersAug 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (UT).
Grandeur Peak Global Advisors
Legal name: Grandeur Peak Global Advisors, LLC
$3.8BAssets managed
17Clients
15Advisers
15 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
- 5695195
- Firm CRD
- 158270