Catton Capital Partners, LLC

RIASEC RegisteredEst. 2025

Total AUM

$39.6M

Discretionary

$39.6M

100% of AUM

Avg account

$600K

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 339336
Registered since: December 8, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.81%
Individuals8.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Catton Capital Partners, LLC is an independently owned registered investment adviser formed as an LLC and newly registered with the SEC in 2025. The firm focuses on serving individual and family clients and describes itself as a capital allocator, directing client capital to third-party managers when appropriate. Core services include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of outside advisers; fee arrangements include AUM-based charges, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a related adviser.