Matthew Woeller john Shannon
Investment adviser representative at August Group
13 yearsExperience
1 stateRegistered in
CFADesignation
$740.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- August GroupOct 2025 to now
- August Group Capital LimitedMay 2020 to now
- Quadriam InvestmentsJan 2016 to Dec 2021
- BMO Financial GroupSep 2013 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
August Group
Legal name: The August Group Capital Limited
$740.3MAssets managed
56Clients
3Advisers
5 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
- 7320935
- Firm CRD
- 311499