# Catamount Strategic Advisors, LLC

> Catamount Strategic Advisors, LLC is a state-registered investment advisory firm in Nashville, TN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 150823
- Filed as: CATAMOUNT STRATEGIC ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150823
- AdvisorCensus page: https://advisorcensus.com/firm/catamount-strategic-advisors-llc-nashville-tn-150823

## Quick answers

**How is Catamount Strategic Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Catamount Strategic Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Catamount Strategic Advisors, LLC located?**
Catamount Strategic Advisors, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Catamount Strategic Advisors, LLC registered with the SEC or a state?**
Catamount Strategic Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 150823.

**How much does Catamount Strategic Advisors, LLC manage?**
Catamount Strategic Advisors, LLC reports $114,065,010 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary).

**What types of clients does Catamount Strategic Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Catamount Strategic Advisors, LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150823

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $114,065,010
- Discretionary: $0
- Non-discretionary: $114,065,010

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $114,065,010 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150823

### Websites listed on Form ADV (Item 1.I)
- catamountllc.com
- LinkedIn @cobb-h-sadler-cfa-a5338b

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catamount Strategic Advisors, LLC (CRD 150823): Form ADV filing data as of October 2026.