|
⚲
|
| Keyboard |
| Catum Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 277148 |
| SEC # | 801-136072 |
| CIK # | |
| AUM | 128.6 M (2026-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-344-7770 |
| Address | 88 Danbury Rd Wilton, CT 06897 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 6.8 |
| (b) Individuals (high net worth individuals) | 35 | 86.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 35.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 128.6 |
| By Discretionary | ||
| Discretionary | 276 | 93.7 |
| Non-Discretionary | 20 | 35.0 |
| Total | 296 | 128.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 127.9 | |
| Total | 296 | 128.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ralicki & Company PA
✚
|
FL | 129.0 M |
|
Mariva Global Asset Management LLC
✚
|
FL | 129.0 M |
|
HOLM & Cawley Financial Group LLC
✚
|
NV | 128.8 M |
|
Prospettiva Financial LLC
✚
|
CA | 128.7 M |
|
Stephen Craig Schulmerich
✚
|
128.5 M | |
|
Pelican Investment Advisors LLC
✚
|
LA | 128.5 M |
|
Kurtin Financial Advisers LLC
✚
|
128.5 M | |
|
BHK Securities LLC
✚
|
AL | 128.4 M |
|
Mullins Investment Services LLC
✚
|
VA | 128.4 M |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 128.2 M |