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THE CATALYST GROUP, INC.

HOUSTON, TX · CRD 333740 · IAPD ↗ · tcgfunds.com · 512-320-8600

$199.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
February 2025 — THE CATALYST GROUP, INC. (HOUSTON, TX) is newly SEC-registered with $227.4M RAUM and 4 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.