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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Deborah Agerton
Financial and Operations PrincipalCRD 4460597

Jocelyn Hibshman
CCOCRD 2836858

Kyle Weeks
Registered RepresentativeCRD 3266819
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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