Katama Securities LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 124667
- Registered since
- June 5, 2003
- Website
- www.stanwichadvisors.com
Firm profile
FINTRXOverview
Katama Securities LLC is a limited liability company that has been SEC‑registered since 2003. FINTRX classifies the firm as unclassified and lists ownership as a mix of a domestic entity and an individual. The profile records several negative flags: the firm is not identified as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser; it is also marked as not newly formed. The firm provided minimal descriptive detail to FINTRX. There are no entries for business activities, advisory services, fee structure, or client base in the snapshot, so public-facing information about what clients the firm serves or how it structures mandates is not available in the data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Peter Getz
AssociateCRD 1310930
Deborah Agerton
Financial and Operations PrincipalCRD 4460597
Charles Daugherty
Managing PartnerCRD 1930553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 6250 Shiloh Rd
- Time zone
- ET (UTC-5)
- Office locations
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