Matthew Thomas Bumstead
Investment Adviser Representative at SB Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Thomas Bumstead is an investment adviser representative with SB Advisory, LLC in Sumner, WA, where they have been registered since 2023. They have worked in the securities industry since 2005 and have been registered with 4 firms, including LPL Financial LLC and Invest Financial Corporation. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Washington.
Registrations & licenses
- Investment adviser:
- Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Invest Financial CorporationFeb 2009 – Feb 2018Tampa, FL
- LPL Financial LLCFeb 2018 – no end date reportedKent, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SB Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $500,0002.50%
- $500,000 up to $1 Million2.00%
- $1 Million up to $2 Million1.75%
- $2 Million up to $5 Million1.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 35
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Atlanta, GA
- SEC file number:
- 801-77380
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 29, 2026
View full firm profileOther advisors at SB Advisory, LLC
Showing 12 of 35 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Thomas Bumstead has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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