Matthew J. Ure

Personal Finance, Retirement, Investing
“Matthew J. Ure, Vice President of Anthony Capital, LLC- Southwest Region in San Antonio, TX, is committed to creating customized financial plans designed to meet the individual investment, asset, tax, retirement income, and insurance needs of his clients.”

Anthony Capital, LLC

Job Title:

Regional Vice President


Matthew J. Ure is Vice President of the Southwest Region of Anthony Capital, LLC. based out of San Antonio, TX.  Working with Dave Anthony as an Investment Advisor Representative (IAR), he serves clients in both government and private sector to provide them with a promising financial future. Living in San Antonio, otherwise known as Military City, he has become especially expert in optimizing the retirement outlook of Military and Federal Employees. Matthew is an avid learner and believes life is to be lived attaining as much knowledge as possible. As such, providing clients a comprehensive financial education is pinnacle to his career. He has taught hundreds of seminars touching on subjects ranging from debt solutions, investing, Social Security, pensions, and various forms of insurance.

After meeting with a number of federal employees, Matthew recognized a huge need for benefits education and basic financial planning among government employees. To serve this need, he founded Federal Benefits and Retirement ( , an association for civil service employees dedicated to helping them better understand and utilize their benefits.

Matthew received an associates degree from Dixie State University and then went on to earn a Bachelor’s Degree from Brigham Young University, where he earned over an additional 240 credits in a wide variety of subjects. Matthew has taken numerous post-graduate courses including a 4 month stint in Medical School. It was there that his background in finance got the best of him and after conducting a cost to benefit analysis, he decided the $750,000 price-tag and 10 years of education and training would be very constraining on his desired future plans. He instead joined his father and two of his brothers in what was always his best subject in school- finance, and he hasn't looked back!  Apart from formal education, Matthew served a two-year mission for his church in Thailand. He still speaks fluent Thai and enjoys traveling to Southeast Asia whenever the occasion permits. Matthew is the 8th of 11 children, which he will tell you was an education in and of itself.

When Matthew is not working you will find him spending time with his beautiful wife and his three rambunctious little boys. Like a true Texan, he enjoys any chance he gets to work with cattle and especially loves branding season. He is also involved with the Youth Program at his church and enjoys teaching young men life skills from fixing cars, cooking, building, shooting, survival skills, and the most manly of all, just plain hard work.


BA, Brigham Young University

Assets Under Management:

$14 million

Fee Structure:

Fee Only

CRD Number:


Insurance License:

#1974612 TX

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Can you invest in hedge funds?
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Simply put, yes you can invest in hedge funds assuming you meet the funds criteria for membership.

Those requirements usually follow the SEC minimum rule: you must have $1,000,000 net worth (assets- debts= net worth) OR have made over $250,000 for the last 2 years and will make at least that much this year as well ($300,000 for married couples).  Those requirements are set to assure that the investor is an "accredited investor" and therefore should have the accumen to understand and the assets to risk on the advanced and aggressive nature of Hedge fund investments. Of course, individual Hedge funds can have much higher minimum net worth or investment requirements.  Technically Hedge funds are allowed have up to 35 non-accredited investors enter the fund- that is over the lifetime limit of the fund.  But again, people with less than $1,000,000 have much more conservative investment needs and cannot afford to risk as much.  So to keep it simple, they will usually just stick to the million requirement.

For those investors who get cut out by the minimum requirements, some hedge funds will have investment funds that operate on a "similar" framework to their Hedge fund but that is available to retail investors. They do not duplicate the results of the Hedge fund but are usually positioned to mimic it's investments.  These have appeal for those who want to play with the big boys but don't quite have the cash yet. 

Perhaps instead of CAN you, we should look at SHOULD you.  For the ultra high net worth, Hedge funds can offer access to the complex types of investments that they need to grow and protect their wealth. But if you have $1,500,000 - $5,000,000,  though you certainly have the option to get into various Hedge funds and probably have even been to a dinner or event sponsored by a fund, consider this before you dive in.  Warren Buffett runs Berkshire Hathaway.  Not a hedge fund but with shares costing $293,000 a piece at today's rate, it definitely appeals to an exclusive crowd.  He made a bad investment in 1993 (Dexter Shoes) and lost $433,000,000 of the funds money. That's $5,000,000,000 in today's dollars.  He was frustrated and angry with himself for the poor decision and it hurt his track record and cost investors in his fund a bit of money.  But it doesn't seem to have been catastrophic for any of them. How many investors could handle that? Even a pool of investors worth an average of $3,000,000 a piece would struggle to stomach that kind of loss.  

In summary, Hedge funds are an investment option for those with the money or connections.  But it would be ignorant to do something just because you can. A more balanced approach would be to create an overall plan or strategy based around your income needs, expected lifestyle, and final legacy you wish to leave. From there, the investment tools you utilize will not be just because you can or even just throwing crud at the wall, but rather part of a more organized whole- because in holistic financial planning "the whole is greater than the sum of the parts."


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I inherited an IRA that was passed down two different times; do I qualify for a 5-year disbursement?
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A new employee with our company has met his maximum social security limit with another employer; how can he avoid further social security deductions?
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What allocation strategy do you recommend for those approaching retirement?
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6 days ago
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Should I fill out a W-9 form for money I received from my insurance company for home repairs?
6 days ago