Matthew Lawrence Halkyard
Professional Summary
Matthew Lawrence Halkyard, who also goes by Matthew Halkyard, is a registered financial advisor currently at CURI CAPITAL, LLC located in Chicago, Illinois and FORESIDE FUND SERVICES, LLC located in Chicago, Illinois. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Halkyard
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
25 years registered in the securities industry
Current & Past Employments
Current
Past
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WILLIAM BLAIR
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Current Firm
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
Contact Information
Main Address
One North Wacker Drive Suite 3500, Chicago, IL 60606Phone Number
(312) 993-5800# of Employees
180SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
16,939AUM (Assets Under Management)
$11,582,602,449Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2026 | Cover Page | Report |
| 05/01/2025 | Cover Page | Report |
| 11/27/2024 | Cover Page | Report |
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WILLIAM BLAIR
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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WILLIAM BLAIR
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Primary Firm SEC Registration
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
State Registrations and Notice Filings
(1/31/2023)
(1/31/2023)
(1/31/2023)
(2/28/2019)
(2/10/2023)
(2/10/2023)
(2/10/2023)
(1/31/2023)
(7/5/2017)
(2/27/2019)
(2/10/2023)
(6/22/2021)
(1/31/2023)
(2/10/2023)
(1/31/2023)
(1/31/2023)
(2/28/2019)
(2/28/2019)
(1/4/2021)
(6/22/2021)
(6/22/2021)
(2/28/2019)
(2/10/2023)
(6/22/2021)
(1/4/2021)
(6/22/2021)
(1/31/2023)
(2/10/2023)
(6/22/2021)
(2/10/2023)
(2/28/2019)
(2/10/2023)
(1/31/2023)
(1/4/2021)
(2/10/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Lawrence Halkyard's CRS (Customer Relationship Summary).
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