# Katz Capital Advisors

> Katz Capital Advisors is a state-registered investment advisory firm in Caldwell, ID, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated January 29, 2025.

- CRD: 334834
- Filed as: KATZ CAPITAL ADVISORS
- Legal name: Katz Capital Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Caldwell, ID
- Filing period: October 2026
- Form ADV filing dated: January 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334834
- AdvisorCensus page: https://advisorcensus.com/firm/katz-capital-advisors-caldwell-id-334834

## Quick answers

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

**Where is Katz Capital Advisors located?**
Katz Capital Advisors' principal office is in Caldwell, ID, according to its Form ADV.

**Is Katz Capital Advisors registered with the SEC or a state?**
Katz Capital Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334834.

**Does Katz Capital Advisors 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/334834

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Katz Capital Advisors (CRD 334834): Form ADV filing data as of October 2026.