Cusource, LLC
● SEC registered since 1989CRD 44970SEC# 801-35725Plano, TX
Reg. AUM
$52.37B
Employees
7
Accounts
80
Location
Plano, TX
Cusource, LLC assets under management
Cusource, LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 1989. It reports $52.4 billion in regulatory assets under management and employs 7 people.
Cusource, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catalyst Corporate Federal Credit Union Control | Member | Over 75% | 1998 |
| Mark William Debree | Principal | Under 5% | 2019 |
| Michael Andrew McGinnis Control | Designated Principal | Under 5% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cusource, LLC manage?
Cusource, LLC reports $52.4 billion in regulatory assets under management on its Form ADV.
How many employees does Cusource, LLC have?
Cusource, LLC reports 7 employees.
Where is Cusource, LLC located?
Cusource, LLC is based in Plano, TX and has been SEC-registered since 1989.
Does Cusource, LLC disclose fund performance?
Cusource, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6801 Parkwood Boulevard, Plano, TX 75024-7198 |
| Phone | 800-442-6427 |
| Fax | 214-703-7906 |
| Office hours | 8:00 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$52.37B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$52.37Bregulatory AUM
Discretionary $0Non-discretionary $52.37B