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CATUM ADVISORY GROUP, LLC.

WILTON, CT · CRD 277148 · IAPD ↗ · (203) 344-7770

$128.6MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — CATUM ADVISORY GROUP, LLC. (WILTON, CT) is newly SEC-registered with $128.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.