CATTON CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 339336
- Registered since
- December 8, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.81%
- Individuals8.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Catton Capital Partners, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2025. The firm targets individual and family clients and positions itself as a capital allocator and service provider for financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements. Catton is not an active ESG investor and is marked as a newly formed, single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- Private Funds2%
Contacts
2 of 2STEPHEN CATTON
Wealth Management AdvisorCRD 4338273
William Catton
Financial AdvisorCRD 6222031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 555 California St
- Time zone
- PT (UTC-8)
- Office locations
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