EX CATHEDRA LLC

Overview

EX Cathedra LLC is a limited liability company structured as an individually owned advisory firm that provides portfolio management services to both individuals/small businesses and to business or institutional clients. The firm’s fee model combines a percentage-of-assets arrangement with the possibility of performance-based fees, which indicates they may take on arrangements tied to explicit investment outcomes when appropriate. EX Cathedra does not identify itself as an active ESG investor and is not registered as a multi‑state adviser. Public disclosures list the firm’s regulatory classification as unclassified and the year of SEC registration as unknown. Investment activity described for the firm centers on discretionary portfolio management across client types rather than on operating proprietary funds or acting as a capital allocator. Aside from standard wealth management capabilities, the firm documents use of annuity products as part of its investment menu.

Assets & Accounts

Investments & Alternatives

Location & Offices