K
CRD: 146525
Katalgar Capital Management, LLC
Bethesda, MD
3016527002
$47.6M Total AUM
$47.6M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
18 yrs Firm Age
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- Custodian
- Brown Brothers ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2008
- Office Locations
- 1
Office Locations
-- Bethesda MD
About Katalgar Capital Management, LLC
Katalgar Capital Management, LLC is a Bethesda-based RIA. The firm has been operating for 18 years. Managing $47.6M in total assets under management, with 1 advisory representatives. They custody assets with Brown Brothers and Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$47.6M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Momentum Beacon
Investment Themes
Crest
Investment Vehicles
Fusion foundation Peak quantum
Services
Harbor Peak
Owner & Executives
WILLIAM MCMECHEN BUCHANAN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2300864
- Ownership
- 75% or more
(374) 345-2243
glacier.delta@valuecapital.com
in linkedin.com/in/signal-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,639,863 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,639,863 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,639,863
Equity - Exchange:
51.3% Cash:
48.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,990,890,014 | 51.3% |
| Cash | $1,889,987,207 | 48.7% |
| Total | $3,880,877,221 | 100.0% |