CATALYST STRATEGIC SOLUTIONS

RIASEC RegisteredEst. 1989
Total AUM
$52.4B
Discretionary
$0
0% of AUM
Avg account
$655M
Accounts
80
Employees
7
Advisory reps
2

Firm details

Headquarters
Plano, Texas
CRD number
44970
Registered since
December 22, 1989
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Catalyst Strategic Solutions is a limited liability company that provides portfolio management services to institutional clients. Registered with the SEC since 1989, the firm operates with an institutional client focus and a fee model that combines percentage-of-AUM and fixed fees. Its reported activity is advisory in nature—managing portfolios for businesses or institutions—while the firm itself is not classified as a capital allocator and does not identify as an active ESG investor. The firm’s reported posture is non-discretionary: the same $52.37B is listed as total assets and total non-discretionary assets, indicating clients retain trading authority while Catalyst provides advice and portfolio structure. Asset allocation tilts strongly toward fixed income, with U.S. government bonds identified as the primary asset type across the firm’s managed portfolios. Catalyst also maintains industry relationships that include broker-dealer and banking/thrift affiliations, consistent with institutional custody and cash-management needs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 100%100%
  • US Government Bonds100%

Owners & executives

1 of 1
  • MICHAEL MCGINNIS

    SVP, Chief Investment OfficerCRD 2266303

Contacts

1 of 1
  • MARK DEBREE

    Managing PrincipalCRD 3261504

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
6801 Parkwood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth