RIA Intel›Advisers›Indiana›CATALYZE, LLC

CATALYZE, LLC

Advisory

CARMEL, IN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$1M
across 34 accounts
AUM per adviser
$43M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$43M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$43M
Discretionary AUM$43M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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