Catum Advisory Group, LLC.
● SEC registered since 2026CRD 277148SEC# 801-136072Wilton, CT
Reg. AUM
$128.6M
Employees
4
Accounts
296
Location
Wilton, CT
Catum Advisory Group, LLC. assets under management
Catum Advisory Group, LLC. is an SEC-registered investment adviser based in Wilton, CT. The firm has been registered since 2026. It reports $128.6 million in regulatory assets under management and employs 4 people.
Catum Advisory Group, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Parker Gachi Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Catum Advisory Group, LLC. manage?
Catum Advisory Group, LLC. reports $128.6 million in regulatory assets under management on its Form ADV.
How many employees does Catum Advisory Group, LLC. have?
Catum Advisory Group, LLC. reports 4 employees.
Where is Catum Advisory Group, LLC. located?
Catum Advisory Group, LLC. is based in Wilton, CT and has been SEC-registered since 2026.
Does Catum Advisory Group, LLC. disclose fund performance?
Catum Advisory Group, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 88 Danbury Rd, Suite 2d, Wilton, CT 06897 |
| Phone | (203) 344-7770 |
| Fax | (203) 916-1025 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$128.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$128.6Mregulatory AUM
Discretionary $93.7MNon-discretionary $35M