Katama Securities LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Alpharetta, Georgia
CRD number
124667
Registered since
June 5, 2003

Firm profile

FINTRX

Overview

Katama Securities LLC is organized as a limited liability company and has been SEC-registered since 2003. FINTRX classifies the firm as "Unclassified" and indicates ownership is by a domestic entity and/or an individual. The dataset contains minimal disclosure about the firm's investment mandate, client segments, fee arrangements, or day-to-day advisory activities. The profile flags several negative attributes rather than active service lines: Katama Securities is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, is not noted as a pension consultant, and is not listed as a related adviser. Those indicators suggest the firm either operates a narrow set of activities or has not reported broader advisory roles to the source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

  • Jocelyn Hibshman

    Jocelyn Hibshman

    CCOCRD 2836858

  • Kyle Weeks

    Kyle Weeks

    Registered RepresentativeCRD 3266819

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth