C
$39.6M Total AUM
$39.6M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
0 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2025
- Office Locations
- 1
Office Locations
555 California St., 29th Floor SAN Francisco CA
About Catton Capital Partners, LLC
Catton Capital Partners, LLC is a SAN Francisco-based RIA. The firm has been operating for 0 years. Managing $39.6M in total assets under management, with 2 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$19.8M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Element harbor Glacier Horizon beacon Crest Value Meridian Summit vital Zenith delta
Client Personas
Wave foundation
Custodian
Pioneer
Investment Themes
Unison Quantum Alpha value
Investment Vehicles
Timber Vital
Platform
Pathway eagle
Services
Value momentum Matrix frontier Atlas Timber Timber Delta Timber frontier Bridge Optima delta
Owner & Executives
William Matthew Catton
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6222031
- Ownership
- 75% or more
(332) 434-9632
legacy.oak@embercapital.com
in linkedin.com/in/horizon-crest
Showing 1 of 1 owners & executives
Unlock allContacts
S
STEPHEN L CATTON
--
- CRD
- #4338273
(685) 841-6053
pioneer.crest@matrixcapital.com
in linkedin.com/in/fusion-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,595,809 | $599,937 |
| Non-Discretionary | $0 | -- |
| Total | $39,595,809 | $599,937 |
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Separately Managed Accounts
Total SMA Asset: $39,595,809
Equity - Exchange:
13.6% Public Funds:
7.9% Cash:
12.4% Municipal Bonds:
16.5% Private Funds:
10.9% Corporate - Investment Grade:
25.1% U.S. Government/Agency:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,012,475,064 | 13.6% |
| Public Funds | $588,128,897 | 7.9% |
| Cash | $923,139,029 | 12.4% |
| Municipal Bonds | $1,228,370,482 | 16.5% |
| Private Funds | $811,468,985 | 10.9% |
| Corporate - Investment Grade | $1,868,612,067 | 25.1% |
| U.S. Government/Agency | $1,012,475,064 | 13.6% |
| Total | $7,444,669,588 | 100.0% |