# Catholic Investment Services, Inc.

> Catholic Investment Services, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 172467
- Filed as: CATHOLIC INVESTMENT SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172467
- AdvisorCensus page: https://advisorcensus.com/firm/catholic-investment-services-inc-boston-ma-172467

## Quick answers

**How is Catholic Investment Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Catholic Investment Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Catholic Investment Services, Inc. located?**
Catholic Investment Services, Inc.'s principal office is in Boston, MA, according to its Form ADV.

**Is Catholic Investment Services, Inc. registered with the SEC or a state?**
Catholic Investment Services, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 172467.

**How much does Catholic Investment Services, Inc. manage?**
Catholic Investment Services, Inc. reports $1,516,759,419 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Catholic Investment Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Catholic Investment Services, Inc.: Regulatory assets under management: $833,141,601 in the October 2021 data and $1,516,759,419 in the October 2026 data, up 82%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Catholic Investment Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Which custodians does Catholic Investment Services, Inc. use?**
Catholic Investment Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Catholic Investment Services, Inc. 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/172467

**What changed in Catholic Investment Services, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,266,925,525 to $1,516,759,419 (+20%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank and Trust Company

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: $1,516,759,419
- Discretionary: $1,516,759,419
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,465,043,917 |
| Charitable organizations | Fewer than 5 | $51,715,502 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [catholicinvest.org](https://catholicinvest.org)
- [linkedin/company/catholic-investment-services](https://linkedin/company/catholic-investment-services)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $833,141,601 | 5 | March 31, 2021 |
| October 2022 | $1,045,782,438 | 5 | September 7, 2022 |
| October 2023 | $935,312,974 | 6 | September 21, 2023 |
| October 2024 | $998,176,453 | 6 | June 28, 2024 |
| October 2025 | $1,266,925,525 | 6 | June 30, 2025 |
| October 2026 | $1,516,759,419 | 6 | June 29, 2026 |

Regulatory assets under management: $833,141,601 in the October 2021 data and $1,516,759,419 in the October 2026 data, up 82%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,266,925,525 to $1,516,759,419 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catholic Investment Services, Inc. (CRD 172467): Form ADV filing data as of October 2026.