# Catalyst Financial Partners

> Catalyst Financial Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 299335
- Filed as: CATALYST FINANCIAL PARTNERS
- Legal name: Catalyst Financial Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299335
- AdvisorCensus page: https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335

## Quick answers

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

**Where is Catalyst Financial Partners located?**
Catalyst Financial Partners' principal office is in Boston, MA, according to its Form ADV.

**Is Catalyst Financial Partners registered with the SEC or a state?**
Catalyst Financial Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299335.

**How much does Catalyst Financial Partners manage?**
Catalyst Financial Partners reports $1,722,297,612 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Catalyst Financial Partners' assets and staff changed since 2021?**
In the Form ADV data for Catalyst Financial Partners: Regulatory assets under management: $0 in the October 2021 data and $1,722,297,612 in the October 2026 data. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Catalyst Financial Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (347); charitable organizations (8).

**Which custodians does Catalyst Financial Partners use?**
Catalyst Financial Partners' 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 Partners 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/299335

**Does Catalyst Financial Partners state an account minimum?**
Its Form ADV Part 2A brochure dated April 20, 2026 says: "Subject to exceptions made at the discretion of CFP, the minimum account size for CFP is $1,000,000."

**What changed in Catalyst Financial Partners' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in IL.

## 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 April 20, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Subject to exceptions made at the discretion of CFP, the minimum account size for CFP is $1,000,000.

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: $1,722,297,612
- Discretionary: $1,722,297,612
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $239,991 |
| High net worth individuals | 347 | $1,579,638,637 |
| Charitable organizations | 8 | $142,345,435 |
| Corporations or other businesses not listed above | Fewer than 5 | $73,549 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (7 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, IL, MA, MD, ME, NH, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- catalystfp.com
- LinkedIn @catalystfinancialpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 9 | August 25, 2021 |
| October 2022 | $185,316,206 | 9 | July 13, 2022 |
| October 2023 | $547,293,745 | 8 | April 7, 2023 |
| October 2024 | $827,306,982 | 12 | March 29, 2024 |
| October 2025 | $1,021,909,061 | 12 | April 1, 2025 |
| October 2026 | $1,722,297,612 | 12 | September 23, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $1,722,297,612 in the October 2026 data.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in IL.

### April 2026
- Employees performing advisory functions went from 9 to 6.
- Regulatory assets under management went from $1,021,909,061 to $1,722,297,612 (+69%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catalyst Financial Partners (CRD 299335): Form ADV filing data as of October 2026.