CATUM ADVISORY GROUP, LLC.

CATUM ADVISORY GROUP, LLC. of WILTON, CT is an SEC-registered investment adviser (CRD 277148). Regulatory assets under management: $128.6M.

Registration

• CRD: 277148
• SEC file number: 801-136072
• Type: Registered investment adviser
• Location: 88 DANBURY RD, SUITE 2D, WILTON, CT, 06897
• Phone: (203) 344-7770
• Latest filing: 2026-03-30
• Regulatory AUM: $128.6M
• Discretionary AUM: $93.7M
• Non-discretionary AUM: $35.0M
• Clients: 4
• Accounts: 296

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search