RIA Intel›Advisers›Oregon›CATALYST FINANCIAL NW CORPORATION

CATALYST FINANCIAL NW CORPORATION

Advisory

N·GRESHAM, OR

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM

$233M

1-Year AUM Growth

+21.8%

3-Year CAGR

+6.1%

Employees

2

Assets Under Management

Total AUM$233M

Discretionary AUM$206M

Non-Discretionary AUM$28M

Discretionary %88.1%

Total Clients1,039

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record15

First FilingAug 1, 2018

Latest FilingFeb 4, 2026

🔒 Full AUM trend chart and 15 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CATALYST FINANCIAL NW CORPORATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.