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, SEC-registered registered investment adviser formed as a limited liability company and registered in 2025. The firm positions itself as a capital allocator for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and lists pension consulting among its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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