# Catlin Financial, LLC

> Catlin Financial, LLC is a state-registered investment advisory firm in Beaver, PA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 22, 2026.

- CRD: 325202
- Filed as: CATLIN FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beaver, PA
- Filing period: October 2026
- Form ADV filing dated: February 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325202
- AdvisorCensus page: https://advisorcensus.com/firm/catlin-financial-llc-beaver-pa-325202

## Quick answers

**How is Catlin Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Catlin Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Catlin Financial, LLC located?**
Catlin Financial, LLC's principal office is in Beaver, PA, according to its Form ADV.

**Is Catlin Financial, LLC registered with the SEC or a state?**
Catlin Financial, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325202.

**How much does Catlin Financial, LLC manage?**
Catlin Financial, LLC reports $11,391,214 in regulatory assets under management in its Form ADV filing dated February 22, 2026 (0% discretionary).

**Does Catlin Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325202

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,391,214
- Discretionary: $0
- Non-discretionary: $11,391,214

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $11,391,214 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catlin Financial, LLC (CRD 325202): Form ADV filing data as of October 2026.