Overview
Assets Under Management: $129 million
Headquarters: WILTON, CT
High-Net-Worth Clients: 35
Average Client Assets: $2.5 million
Frequently Asked Questions
CATUM ADVISORY GROUP, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #277148), CATUM ADVISORY GROUP, LLC. is subject to fiduciary duty under federal law.
CATUM ADVISORY GROUP, LLC. is headquartered in WILTON, CT.
CATUM ADVISORY GROUP, LLC. serves 35 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CATUM ADVISORY GROUP, LLC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CATUM ADVISORY GROUP, LLC. manages $129 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CATUM ADVISORY GROUP, LLC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.13%
Average Client Assets: $2.5 million
Total Client Accounts: 296
Discretionary Accounts: 276
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 277148
Filing ID: 2070451
Last Filing Date: 2026-03-30 16:30:43