Matthew Gachi
Catum Advisory Group, LLC. · Wilton, Connecticut
Matthew Gachi is a fee-only financial advisor at Catum Advisory Group, LLC. in Wilton, Connecticut, who holds the CFP credential. Catum Advisory Group, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Catum Advisory Group, LLC. |
|---|---|
| Based in | Wilton, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $128.6M across 296 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, MA, TX · CRD 2863709 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.catumgroup.com |
| Profile |
How Matthew's firm compares
- Catum Advisory Group, LLC.'s average account is about $435,000, from its Form ADV (assets managed divided by 296 accounts).
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Questions about Matthew
Is Matthew Gachi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Catum Advisory Group, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Catum Advisory Group, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Gachi based?
Matthew Gachi is based in Wilton, Connecticut.
What credentials does Matthew Gachi hold?
Matthew Gachi holds the CFP credential.
Is Matthew Gachi registered with the SEC?
Yes. Matthew Gachi is registered as an investment adviser representative in CT, MA and TX (CRD 2863709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Catum Advisory Group, LLC. manage?
Catum Advisory Group, LLC. reports $128.6M across 296 accounts in assets under management.
How do I contact Matthew Gachi?
Through Matthew's website, www.catumgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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