RIA Intel›Advisers›Pennsylvania›CATLIN FINANCIAL, LLC

CATLIN FINANCIAL, LLC

Advisory

BEAVER, PA

Data as of Feb 22, 2026 · Source: SEC Form ADV

Rank in PA

#1,332

of 1,528 advisers by AUM

Average account

$6M

across 2 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 22, 2026.

Total AUM

$11M

Discretionary %

0%

Clients

—

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

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

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Advisers of similar size in PA

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

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BERT RIDDELL CRAMER, INVESTMENT ADVISER

$12M

JSBJ ENTERPRISES, INC.

NEWTOWN, PA

$12M

AEQUITAS EQUITAS WEALTH MANAGEMENT LLC

$12M

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