TORRANCE, CACRD 172556Latest ADV February 18, 2026
Catalina Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Torrance, CA. Its latest Form ADV filing, dated February 18, 2026, reports $616M in regulatory assets under management, 3 employees, and 573 accounts.
Assets Under Management
$616M
Employees
3
Offices
--
Total Clients
238
Primary office
TORRANCE, CA
2601 AIRPORT DRIVE, SUITE 375, TORRANCE, CA, United States
Top client segmentHNWI represent 46.2% of total clients.
Top client categories% of clientsClients
1
HNWI
46.2%
110
2
Individuals
32.8%
78
3
Pension Plans
20.2%
48
4
Corporations
0.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$616Mas of February 18, 2026
Discretionary65.5%
$403M
65% of total RAUM65.5%
Non-discretionary34.5%
$213M
35% of total RAUM34.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$616M
Total Accounts573
10Y AUM Change+$491M (+390.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee79:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.