A complete list of active advisors currently associated with Catton Capital Partners, LLC

Warmer can help you find a great advisor at Catton Capital Partners, LLC or one who fits your needs even better.

Catton Capital Partners is a small registered investment adviser with two advisors managing approximately $39.6 million for a limited roster of 16 clients. The firm offers asset management, comprehensive portfolio management, third‑party money manager selection, and retirement plan consulting for individuals, trusts, pension plans, and corporate clients. Portfolios are customized and monitored on an ongoing basis, using individual stocks, bonds, mutual funds, ETFs, options and alternative investments, with the firm routinely rebalancing and, where appropriate, delegating implementation to third‑party sub‑advisors. The firm combines fundamental, technical and cyclical analysis and employs a wide range of strategies—including asset allocation, fixed income, option writing, short sales, margin use and exposure to cryptocurrency products—reflecting a readiness to use higher‑complexity instruments. Compared with many peers, the firm’s practice is notably small and concentrated: the brochure discloses a $500,000 typical account minimum and just 16 clients, which suggests it does not maintain a broad retail or high‑volume individual client base. Other distinguishing features for a firm of this size include ongoing retirement plan consulting while recommending alternative and cryptocurrency products, reliance on third‑party managers for implementation, and a recent transition from SEC to state registration.

To learn more about the advisors currently working at Catton Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.