CATES FP, CATES TAX ADVISORY

CATES FP, CATES TAX ADVISORY is an SEC-registered investment adviser (CRD 290650). Regulatory assets under management: $48.1M.

Registration

• CRD: 290650
• Type: Registered investment adviser
• Phone: 940-368-0909
• Latest filing: 2026-06-05
• Regulatory AUM: $48.1M
• Discretionary AUM: $48.1M
• Clients: 1
• Accounts: 250

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290650 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search