Katam Hill Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 306521
· Sherman Oaks, CA
· twitter.com
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ADV data as of Jul 13, 2026
- Regulatory AUM
- $42.4M
- Discretionary
- $40.7M
- Clients
- 65
- Avg AUM / client
- $652K
- Accounts
- 74
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $2.9M | 6.83% |
| High net worth individuals | 32 | $37.8M | 89.2% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.7M | 3.99% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Simon Gold | Registered representative | Jan 2020 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Interactive Brokers $38.0M (90% of AUM) Jul 2026
- Charles Schwab & Co. $4.4M (10% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗