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Benjamin Hye-kwang Kim

Investment adviser representative at Matter Family Office
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. Matter Family OfficeSep 2026 to now
  2. Matter LLCAug 2026 to now
  3. Purshe Kaplan Sterling InvestmentsMar 2021 to Apr 2025
  4. Pacific Advisory Capital Group, LLC dba the Pacific GroupMay 2020 to Jul 2026
  5. UnemployedOct 2019 to Apr 2020
  6. Confidence Wealth Management, LLCJun 2019 to Oct 2019
  7. Bank of America Merrill LynchFeb 2017 to Mar 2019
  8. JP Morgan Chase & Co.Dec 2013 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (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
5832818
Firm CRD
106806
Advisor's SEC record (opens in a new tab)
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