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Catum Advisory Group, LLC.

● SEC registered since 2026CRD 277148SEC# 801-136072Wilton, CT
Export (members)
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.
www.linkedin.com/company/catum-advisory-group-llc/peopleView on SEC.gov ↗

Catum Advisory Group, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Matthew Parker Gachi ControlChief Executive Officer/Chief Compliance OfficerOver 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

Address88 Danbury Rd, Suite 2d, Wilton, CT 06897
Phone(203) 344-7770
Fax(203) 916-1025
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$93.7M
Non-discretionary$35M
Total (RAUM)$128.6M