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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-13-2016
- Office Locations
- 1
Office Locations
About Catum Advisory Group, Llc.
Catum Advisory Group, Llc. is a Wilton-based RIA. The firm has been operating for 10 years. Managing $128.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide.
Reported data analysis
What the numbers show
Of the latest reported AUM, 72.8% is discretionary and 27.2% is non-discretionary.
The firm reports 2 advisory representatives and 94 clients, or 47 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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Owner & Executives
MATTHEW PARKER GACHI
Chief Compliance Officer, Chief Executive Officer, Managing Principal
- CRD
- #2863709
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON THOMAS ARENA
--
- CRD
- #4968383
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,671,000 | $339,388 |
| Non-Discretionary | $34,973,000 | $1,748,650 |
| Total | $128,644,000 | $434,608 |
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Separately Managed Accounts
SMA allocation detail is available
Catum Advisory Group, Llc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.