CATUM ADVISORY GROUP, LLC.

Overview

Catum Advisory Group, LLC is an independent registered investment adviser operating as a limited liability company that serves high-net-worth individuals, families and some institutional clients. The firm acts as a capital allocator: it constructs portfolios using pooled public vehicles as the foundation and taps third‑party managers for specialized alternative exposures. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, pension consulting-related work and selection of other advisers. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Investment implementation favors centrally managed, liquid vehicles rather than high‑concentration single‑stock strategies. The firm is not positioned as an ESG-focused allocator and generally emphasizes diversified exposure through mutual funds and separate managed account structures while layering in external alternative managers where they see incremental return or risk-management value.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices