Matty Ai Inc.

Matty Ai Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Greenville, South Carolina. On its latest Form ADV, filed March 13, 2026, it reports $39K in regulatory assets under management, 135 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	317016 · SEC file 801-122590
Office	5 Tryon Ave. Greenville, SC 29609
Phone	(864) 888-7673
Website	matty.ai
Regulatory assets under management	$39K
Individual clients	135 non-high-net-worth, 0 high-net-worth
Financial planning clients	0
How it charges	Other
Services	Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 13, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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