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Firm profile

Catum Advisory Group, LLC.

WILTON, CTCRD 277148Registration Status: ApprovedEffective since May 1, 2026Latest ADV March 30, 2026

Catum Advisory Group, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilton, CT. Its latest Form ADV filing, dated March 30, 2026, reports $129M in regulatory assets under management, 4 employees, and 296 accounts.

Assets Under Management
$129M
Employees
4
Offices
--
Total Clients
94
Primary office
WILTON, CT
88 DANBURY RD, SUITE 2D, WILTON, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMatthew P. Gachi
CCOMatthew P. Gachi

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 42.6% of total clients.
Top client categories% of clientsClients
1
Individuals
42.6%
40
2
HNWI
37.2%
35
3
Pension Plans
20.2%
19
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$129Mas of March 30, 2026
Discretionary72.8%
$94M
73% of total RAUM72.8%
Non-discretionary27.2%
$35M
27% of total RAUM27.2%
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$129M
Total Accounts296
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee24:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.