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MP

Matthew E. Parkhurst

COUNTERPOINT FUNDS
Houston, TX
Some features on this profile are disabled
CRD#: 5692691
MP

Professional summary

Matthew Edwin Parkhurst, who also goes by Matt Parkhurst, is a registered financial advisor currently at COUNTERPOINT FUNDS located in Houston, Texas and NORTHERN LIGHTS DISTRIBUTORS, LLC located in Elkhorn, Nebraska.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Parkhurst

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edwin Parkhurst'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 24, 2026 - Present

COUNTERPOINT FUNDS

RIA
CRD#: 172379
Houston, TX
Current

March 21, 2017 - Present

NORTHERN LIGHTS DISTRIBUTORS, LLC

Office #1: 4221 North 203rd Street, Suite 100, Elkhorn, NE 68022
BD
CRD#: 126159
Elkhorn, NE
Past

March 17, 2017 - January 13, 2026

COUNTERPOINT ASSET MANAGEMENT LLC

RIA
CRD#: 164291
Houston, TX
Past

January 6, 2017 - March 2, 2017

SIERRA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106615
Houston, TX
Past

February 11, 2013 - February 7, 2017

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

October 18, 2010 - January 7, 2013

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

September 3, 2010 - January 7, 2013

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

May 5, 2010 - August 31, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
BARBOURSVILLE, WV

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
COUNTERPOINT FUNDS
COUNTERPOINT FUNDS | COUNTERPOINT MUTUAL FUNDS, LLC | COUNTERPOINT FUNDS LLC

CRD#: 172379 / SEC#: 801-80197

RIA
Registered Investment Advisory firm - (9/15/2014 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/1/2022)
IAR
California
(2/24/2026)
RR
Nebraska
(3/1/2022)
RR
Texas
(3/21/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/6/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/28/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/4/2010
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CF
COUNTERPOINT FUNDS
COUNTERPOINT FUNDS | COUNTERPOINT MUTUAL FUNDS, LLC | COUNTERPOINT FUNDS LLC

CRD#: 172379 / SEC#: 801-80197

RIA
Registered Investment Advisory firm - (9/15/2014 Approved)
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Contact information

Main Address
12770 High Bluff Drive Suite 380, San Diego, CA 92130
Mailing Address
Phone number
(858) 771-4000
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 A AND B COUNTERPOINT (9/12/2025)

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 2,634,655,794

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

COUNTERPOINT FUNDS

CRD#: 172379Houston, TX

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