Wealth manager, wrap-program sponsor · Boston, MA
Catalyst Financial Partners
Catalyst Financial Partners LLC · SEC-registered investment adviser · CRD 299335 · SEC 801-114398
At a glance
Catalyst Financial Partners is an SEC-registered investment adviser based in Boston, Massachusetts, with $1.7 billion in regulatory assets under management as of its Form ADV filed September 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 347 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 900th of 8,915 wealth managers and 3,949th of 17,210 SEC-registered advisers by assets.
Main office 617-239-8101catalystfp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among wealth managers
- #900 of 8,915
- Rank among all SEC RIAs
- #3,949 of 17,210
- Rank in Massachusetts
- #234 of 627
- Individual clients
- 347
- High-net-worth clients
- 347
- Accounts
- 1,373
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 6
- Offices
- 4
Owners and executives on its Form ADV
- David C. PorterMember
- Thomas N. O'ConnorMember
- Daniel E. RonanChief Compliance Officer and Member
- Keith GibbonsMember
- Eugene CovinoMember
- Alan R. RoycroftMember
- Timothy B. GeorgeMember
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed April 2026) names MML Investors Services, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Investment Advisor Representatives of MMLIS or Osaic who offer CFP portfolios to Clients do so independent of MMLIS or Osaic, even though they are registered with MMLIS or Osaic.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 347 | $1.6B | 92% |
| Charitable organizations | 8 | $142M | 8% |
| Individuals | – | $0M | <1% |
| Corporations or other businesses | – | $0M | <1% |
Disciplinary disclosures
Catalyst Financial Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗catalystfp.com ↗
AtlasMembers
The full record on Catalyst Financial Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,255 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Catalyst Financial Partners manage?
Catalyst Financial Partners reports $1.7 billion in regulatory assets under management across 1,373 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
What kind of firm is Catalyst Financial Partners?
Catalyst Financial Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Catalyst Financial Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($1.6 billion, 347 clients); charitable organizations ($142 million, 8 clients); individuals ($239,991).
Does Catalyst Financial Partners have any disciplinary history?
Catalyst Financial Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Catalyst Financial Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →