Catawba River Capital
Catawba River Capital is an SEC-registered wealth manager in Lake Wylie, SC with $325.1M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Catawba River Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134217, SEC 801-113237, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $325.1M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Lake Wylie, SC
- Employees
- 4
- Clients
- 275
- CRD
- 134217
- Ownership
- BOGGS, ROBERT, PAUL; DAGILUS, DEBRA, LYNN; LEWIS, DEREK, MARTIN; SWISHER, SAMUEL, DEAN
How much AUM does Catawba River Capital have?
Catawba River Capital reported $325.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Catawba River Capital?
Disclosed owners and executives of Catawba River Capital include BOGGS, ROBERT, PAUL, DAGILUS, DEBRA, LYNN, LEWIS, DEREK, MARTIN, SWISHER, SAMUEL, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.