CATUM ADVISORY GROUP, LLC.
  • CATUM ADVISORY GROUP, LLC.

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 05/01/2026
Other registrations (5)
Former registrations

CATUM ADVISORY GROUP, LLC.

ADV Location WILTON, CT, United States
Contact Info (20 xxxxxxx
Websites
AUM* 128,644,000
of that, discretionary 93,671,000
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 434,608
% High Net Worth 36.84%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

94M 80M 67M 54M 40M 27M 13M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees