William Catton
Catton Capital Partners · San Francisco, California
William Catton is a fee-only financial advisor at Catton Capital Partners in San Francisco, California, who holds the CFA credential. William focuses on tax planning and retirement planning. Catton Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Catton Capital Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $39.6M across 66 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 6222031 |
| Exams passed | Series 66 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cattoncapital.com |
How William's firm compares
- Catton Capital Partners's average account is about $600,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about William
Is William Catton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Catton Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Catton Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Catton based?
William Catton is based in San Francisco, California.
What does William specialize in?
William's specialties include tax planning and retirement planning.
What credentials does William Catton hold?
William Catton holds the CFA credential.
Is William Catton registered with the SEC?
Yes. William Catton is registered as an investment adviser representative in CA (CRD 6222031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Catton Capital Partners manage?
Catton Capital Partners reports $39.6M across 66 accounts in assets under management.
How do I contact William Catton?
Through William's website, www.cattoncapital.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
- Catton Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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