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MS

Matthew H. Spille

GREYFOX INVESTORS LLC
Ventura, CA
Some features on this profile are disabled
CRD#: 5260215
MS

Professional summary

Matthew Henry Spille is a registered financial advisor currently at GREYFOX INVESTORS LLC located in Ventura, California and GREYFOX INVESTORS LLC located in Ventura, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
I manage several rental properties under my own name. The business is not investment related. I opperate my Property Manager side-hussle alone from my home adress, 775 Topa Topa Ct., Ventura, CA, 93003. I am the sole owner/employee and have been doing Property Management work since 2017. Of the approx. 10 hours per month I spend managing property, nearly none of it is during market hours. As needed, I have spent time Property Managing during securites trading hours but these are rare occasions consisting of approx. 5 hours per year. My duties include contact negotiations with tenants, light repair work, coordinating tenant communications with owners, coordinating tenant payments, and coordinating maintenance services needed at the property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Henry Spille's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 14, 2023 - Present

GREYFOX INVESTORS LLC

CRD#: 168968
Ventura, CA
Current

December 20, 2024 - Present

GREYFOX INVESTORS LLC

RIA
CRD#: 334180
VENTURA, CA
Past

August 6, 2015 - April 26, 2021

GREYFOX INVESTORS LLC

RIA
CRD#: 168968
OJAI, CA
Past

January 1, 2007 - March 13, 2007

OSAIC SERVICES, INC.

BD
CRD#: 133763
CAMARILLO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/14/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/7/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/27/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GI
GREYFOX INVESTORS LLC
GREYFOX INVESTORS LLC

CRD#: 334180 / SEC#:

California
Registered Investment Advisory firm - (12/20/2024 Approved)
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Contact information

Main Address
Ventura, CA
Mailing Address
Phone number
(805) 607-9444
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 1,619,000

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

GREYFOX INVESTORS LLC

CRD#: 334180Ventura, CA

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