Kirby T. Ott
Professional summary
Kirby T. Ott is a registered financial advisor currently at MATTER FAMILY OFFICE located in Clayton, Missouri.
Kirby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kirby has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kirby T. Ott's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2019 - Present
MATTER FAMILY OFFICE
Office #1: 7711 Bonhomme Avenue Suite 400, Clayton, MO 63105June 6, 2012 - April 18, 2019
MATTER FAMILY OFFICE
May 4, 2004 - July 10, 2007
CAMBRIDGE INVESTMENT RESEARCH, INC.
May 9, 2003 - May 20, 2004
WS GRIFFITH SECURITIES, INC.
Primary Firm SEC Registration
MATTER FAMILY OFFICE
CRD#: 106806 / SEC#: 801-37738
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/26/2019)
(9/3/2019)
(8/24/2019)
Exams
Current Firm
MATTER FAMILY OFFICE
CRD#: 106806 / SEC#: 801-37738
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,603 |
| AUM (Assets Under Management) | $ 3,545,783,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 09/20/2024 | ||
| 08/11/2023 |
Red Flags
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.
Company Information
MATTER FAMILY OFFICE
CRD#: 106806Clayton, MO 63105TRUST BUT VERIFY
Monitor Kirby Ott
Get automatic monthly alerts on:
