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Catum Advisory Group, LLC

EST. AUM
$128,644,000

CONTACTS

CLIENT ACCOUNTS
296

Firm Details

Metro area Stamford
CRD Number 277148
Website catumgroup.com
Client types

Overview

Catum Advisory Group, LLC is an SEC-registered investment advisory firm headquartered in Wilton, Connecticut, founded in 2016 and led by Matthew Parker Gachi. The firm provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and investment advisory services to high-net-worth individuals, families, and retirement plans. Catum follows a fiduciary advisory model, tailoring investment strategies to each client’s financial objectives, risk profile, and liquidity needs. As of December 31, 2025, the firm reported approximately $128.6 million in regulatory assets under management, including both discretionary and non-discretionary mandates.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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