Catalyst Strategic Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 27, 2026, reports $52.4B in regulatory assets under management, 7 employees, and 80 accounts.
Top client segmentBanks represent 100.0% of total clients.
Top client categories% of clientsClients
1
Banks
100.0%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52.4Bas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$52.4B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$52.4B
Total Accounts80
10Y AUM Change+$14.0B (+36.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee11:1
10Y Employee Change-2 (-22.2%)
* 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.