Data / Investment advisers / Texas / Catalyst Strategic Solutions
Catalyst Strategic Solutions, Plano, TX: $52.4 billion AUM, SEC registered investment adviser
Catalyst Strategic Solutions is an SEC registered investment adviser with its main office in Plano, Texas and reports $52.4 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include banks and thrifts. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 44970
- SEC file number
- 801-35725
- SEC status
- Approved, effective December 22, 1989
- Legal name
- Cusource, LLC
- Main office
- 6801 Parkwood Boulevard, Plano, TX 75024
- Phone
- (800) 442-6427
- Website
- catalystcorp.org
- Regulatory AUM
- $52,373,407,058 in the Form ADV filed March 27, 2026
- Non discretionary AUM
- $52,373,407,058
- Accounts
- 80
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 80 | $52.37 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $52.37 billion | March 27, 2026 |
| December 1, 2025 | $49.24 billion | March 27, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fisher Investments | Plano | $386.67 billion | 4 | adviserinfo.sec.gov |
| Retirement Planners of America | Plano | $3.59 billion | Not listed | adviserinfo.sec.gov |
| SFMG Wealth Advisors | Plano | $2.96 billion | 1 | adviserinfo.sec.gov |
| Astra Wealth Management Group | Plano | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Parkway Wealth Management Group, LLC | Plano | $1.22 billion | Not listed | adviserinfo.sec.gov |
| Insight Wealth Partners | Plano | $1.12 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving banks and thrifts
- Catalyst Strategic Solutions on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.