Matthew J. Richardson

STILLPOINT CAPITAL

CINCINNATI, OH 45202

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CRD#: 6821747

Professional summary

Matthew John Richardson is a registered financial advisor currently at STILLPOINT CAPITAL located in Cincinnati, Ohio and CALCULATED WEALTH located in Cincinnati, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 65 exam.

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.

Matthew Richardson is the owner of Mandelbrot Research LLC. The firm sells investment research to advisory firm. This activity amounts to less then 5 percent of his time per month,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Richardson's CRS (Customer Relationship Summary).

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

March 20, 2018 - Present

STILLPOINT CAPITAL

Office #1: 201 East Fifth St., Suite 1900, Cincinnati, OH 45202

RIA

CRD#: 152079

CINCINNATI, OH

Current

November 27, 2024 - Present

CALCULATED WEALTH

Office #1: 201 East 5th Street Suite 1900, Cincinnati, OH 45202

RIA

CRD#: 318985

Cincinnati, OH

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".

CALCULATED WEALTH

CALCULATED WEALTH | STILLPOINT CAPITAL | CALCULATED WEALTH LLC

CRD#: 318985 / SEC#: 801-131906

RIA

Registered Investment Advisory firm - (2/19/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/7/2023 Approved)

Texas

Registered Investment Advisory firm - (8/22/2022 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (3/23/2022 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/20/2018)

IAR

Texas
(12/8/2022)

IAR

Wisconsin
(11/27/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/2007

Uniform Investment Adviser Law Examination

Current Firm

CALCULATED WEALTH

CALCULATED WEALTH | STILLPOINT CAPITAL | CALCULATED WEALTH LLC

CRD#: 318985 / SEC#: 801-131906

RIA

Registered Investment Advisory firm - (2/19/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/7/2023 Approved)

Texas

Registered Investment Advisory firm - (8/22/2022 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (3/23/2022 Approved)

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Contact information

Main Address

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247

Mailing Address

Phone number

(608) 400-4072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (4/25/2025)

Regulatory assets under management

Total Number of Accounts	315
AUM (Assets Under Management)	$ 142,298,803

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.

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Matthew J. Richardson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Richardson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLPOINT CAPITAL

CALCULATED WEALTH

Primary Firm SEC Registration

CALCULATED WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2007

Current Firm

CALCULATED WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALCULATED WEALTH

TRUST BUT VERIFY

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