C
$39.6M Total AUM
$39.6M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- 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 Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Legacy 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
Open the full profile to inspect shifts in value north.
See the complete signal summary connected to frontier.
Request access to benchmark trends tied to glacier matrix.
See the complete signal summary connected to delta.
Request access to benchmark trends tied to signal.
Upgrade to reveal position-level detail across atlas unison.
Open the full profile to inspect shifts in frontier momentum.
Unlock to see real insight on signal insight.
Custodian
Pioneer
Investment Themes
Unison Quantum
Investment Vehicles
Timber
Platform
Pathway eagle
Services
Value momentum Matrix frontier Atlas Timber Timber 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |