CATAMOUNT STRATEGIC ADVISORS, LLC

CATAMOUNT STRATEGIC ADVISORS, LLC of NASHVILLE, TN is an SEC-registered investment adviser (CRD 150823). Regulatory assets under management: $114.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 150823
• Type: Registered investment adviser
• Location: 4235 HILLSBORO PIKE, NASHVILLE, TN, 37215
• Phone: (415) 240-4222
• Latest filing: 2026-03-13
• Regulatory AUM: $114.1M
• Non-discretionary AUM: $114.1M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150823 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search