Matthew Tuttle has been Managing Member/Chief Executive Officer of Tuttle Capital Management since July 2012, is a control person of the firm and directly owns 75% or more of it. Matthew Tuttle studied at Clark University and Boston University.
Tuttle Capital Management, LLC is a firm with $5.5B under management, 81 clients and 8 advisers across 3 offices, as of its September 2026 filing.
Matthew Tuttle is CEO & Founder of Tuttle Capital Management. He created the H.E.A.T. Formula and has over two decades of investment management experience. Tuttle founded the firm in 2012.
Matthew Tuttle’s longest registration is the current one, 14 years at Tuttle Capital Management since 2012. Before joining Tuttle Capital Management in 2012, Matthew Tuttle was registered through Tuttle Wealth Management, LLC.
- Belpointe Asset Management LLC– · 3 yearsGreenwich, CT · Adviser representative · Firm CRD 143440
- S&G Wealth Management, LLC– · under a yearRiverside, CT · Adviser representative · Firm CRD 173343
- – present · 14 yearsriverside, CT · Adviser representative · Firm CRD 164937
- Tuttle Wealth Management, LLC– · 12 yearsRiverside, CT · Adviser representative · Firm CRD 123767
Investment adviser representative registrations
Matthew Tuttle is registered as an investment adviser representative in Connecticut, since August 2012.
- ConnecticutSince 20 August 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 27 February 2024 |
| Series 31 | Futures Managed Funds Examination | 30 July 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 June 1997 |
| Series 7 | General Securities Representative Examination | 21 May 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 August 1991 |
- Name
- National Commodity Futures Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Benjamin Tuttle
- CRD
- 2158477
- Firm
- Tuttle Capital Management · CRD 164937
- Role
- Managing Member/Chief Executive Officer
- Office
- riverside, CT
- Registration
- Investment adviser registration
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tuttlecap.com
Where does Matthew Tuttle work?
Matthew Tuttle has been Managing Member/Chief Executive Officer of Tuttle Capital Management, LLC since July 2012, and is a control person of the firm.
Is Matthew Tuttle a financial advisor?
Yes. Matthew Tuttle has a current investment-adviser registration in Connecticut, through Tuttle Capital Management since August 2012.
How many years of experience does Matthew Tuttle have?
Matthew Tuttle has 21 years in the financial industry, since July 2005, across 4 adviser firms.
What exams has Matthew Tuttle passed?
Matthew Tuttle has passed 6 licensing exams: the Series 6, Series 7, Series 63, Series 65, Series 31 and Series 3. The earliest, the Series 6, was passed in August 1991.
Where is Matthew Tuttle based?
Matthew Tuttle’s registered office is in riverside, CT.
Is Matthew Tuttle registered with FINRA?
No. Matthew Tuttle has no current broker registration.
How can I verify Matthew Tuttle’s record?
Search CRD 2158477 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Tuttle’s full registration record.