# Catalyst Financial NW Corporation

> Catalyst Financial NW Corporation is an SEC-registered investment advisory firm in Gresham, OR, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 168534
- Filed as: CATALYST FINANCIAL NW CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gresham, OR
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168534
- AdvisorCensus page: https://advisorcensus.com/firm/catalyst-financial-nw-corporation-gresham-or-168534

## Quick answers

**How is Catalyst Financial NW Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Catalyst Financial NW Corporation reports these compensation arrangements: a percentage of assets under its management.

**What does Catalyst Financial NW Corporation's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 4, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $1,000,000: 1% a year; Above $1,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Catalyst Financial NW Corporation located?**
Catalyst Financial NW Corporation's principal office is in Gresham, OR, according to its Form ADV.

**Is Catalyst Financial NW Corporation registered with the SEC or a state?**
Catalyst Financial NW Corporation is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 168534.

**How much does Catalyst Financial NW Corporation manage?**
Catalyst Financial NW Corporation reports $233,421,000 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (88% discretionary).

**How have Catalyst Financial NW Corporation's assets and staff changed since 2021?**
In the Form ADV data for Catalyst Financial NW Corporation: Regulatory assets under management: $125,800,000 in the October 2021 data and $233,421,000 in the October 2026 data, up 86%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Catalyst Financial NW Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (894); high net worth individuals (160); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Catalyst Financial NW Corporation use?**
Catalyst Financial NW Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Catalyst Financial NW Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168534

**Does Catalyst Financial NW Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated February 4, 2026 says: "We do not have a minimum account size in order to open or maintain an account."

**What changed in Catalyst Financial NW Corporation's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $184,800,000 to $233,421,000 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Up to $500,000: 1.5% a year
- $500,001 to $1,000,000: 1% a year
- Above $1,000,000: 0.5% a year

> We charge a negotiable annual fee ranging between 0.50% and 1.50% of your assets under management. The fee may be a flat percentage based fee or based on the following tiered fee schedule.

> $0 - $500,000 1.50% $500,001 - $1,000,000 1.00% Over $1,000,000 0.50%

- Account minimum: None

> We do not have a minimum account size in order to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $233,421,000
- Discretionary: $205,750,000
- Non-discretionary: $27,671,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 894 | $83,500,000 |
| High net worth individuals | 160 | $122,250,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $27,671,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, FL, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- catalyst-nw.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,800,000 | 5 | January 26, 2021 |
| October 2022 | $142,000,000 | 5 | April 29, 2022 |
| October 2023 | $128,500,000 | 5 | May 16, 2023 |
| October 2024 | $156,493,000 | 5 | April 19, 2024 |
| October 2025 | $184,800,000 | 4 | February 19, 2025 |
| October 2026 | $233,421,000 | 4 | February 4, 2026 |

Regulatory assets under management: $125,800,000 in the October 2021 data and $233,421,000 in the October 2026 data, up 86%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $184,800,000 to $233,421,000 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catalyst Financial NW Corporation (CRD 168534): Form ADV filing data as of October 2026.