RIA Intel›Advisers›Colorado›CATEY, INC.

CATEY, INC.

Advisory

CO

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$442K

across 21 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, CO, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

LEGACY CAPITAL GROUP LLC

$9M

ARAPAHO ASSET MANAGEMENT LLC

$9M

CHAUCHE & ASSOCIATES LLC

$9M

JOY EQUITY MANAGEMENT LLC

$9M

PEAK WEALTH MANAGEMENT LLC

$9M

HAMSHER WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO

$9M

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