Catalyst Financial Partners Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 355
- Avg AUM / client
- $4.9M
- Accounts
- 1,373
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $240K | 0.01% |
| High net worth individuals | 347 | $1.6B | 91.7% |
| Charitable organizations | 8 | $142M | 8.26% |
| Corporations and other businesses | Fewer than 5 clients | $73.5K | 0.0% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Craig Porter | Member | Aug 2018 (8y) | 10% – 25% | |
| Eugene Covino | Managing Director | CFP | Aug 2021 (5y) | 10% – 25% |
| Keith Gibbons | Managing Director | CFP | Aug 2021 (5y) | 10% – 25% |
| Mark David Lobello | Managing Director | Aug 2021 (5y) | 10% – 25% | |
| Roycroft, Alan, Richard | Managing Director | Aug 2021 (5y) | 10% – 25% | |
| Thomas Neal O'connor | Member | Aug 2021 (5y) | 10% – 25% | |
| Timothy Blaney George | Managing Director | Aug 2021 (5y) | 10% – 25% | |
| Daniel Edward Ronan | Chief Compliance Officer And Managing Director | Aug 2021 (5y) | 10% – 25% | |
| Michelle Alison Zancanaro | Registered representative | Aug 2021 (5y) | ||
| David Bontecou Wray | Registered representative | CFA | Jul 2022 (4y) | |
| Margaret Elizabeth Gallogly | Registered representative | Mar 2024 (2y) | ||
| Will James Frain | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (93% of AUM) Apr 2026
- Sei Investments Distribution Co. $137M (13% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗