Catalina Capital Group, LLC

Catalina Capital Group, LLC (CRD# 172556) is a financial advisory firm headquartered in Torrance, CA. They manage $174,400,000 in 66 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $2,642,424
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Catalina Capital Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Chris M. Frantz
CRD#: 5283015
2601 Airport Drive, Suite 120, Torrance, CA 90505
100
Wealthminder
score

Chris Frantz (CRD# 5283015) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 8 years of experience in the finance industry.

 

Chris Frantz is our Managing Director and Senior Portfolio Manager. Chris began his investment management career at the former Citi Smith Barney branch of downtown La Jolla, CA. Over the years, the firm had morphed from Citi Smith Barney, to Morgan Stanley Smith Barney, to what is now just Morgan Stanley. Through this unstable time period, Chris was able to build and maintain a base of high-net-worth clientele, endowments & foundations, institutional and corporate clients.

He later took his practice to downtown Los Angeles where he was part of a large brokerage team that focused heavily on trading and syndicate business. The team also managed money for many high-net-worth clients, which has come to be his primary avenue of business. At Morgan Stanley and its predecessor firms, Chris consistently received accolades for being at the top of his peer group. He also achieved the Financial Planning Specialist designation and has worked with several families in this regard.

In addition to investment management, Chris built his business through lending. In a period of historically low interest rates, he figured he could best serve his clients by financing and refinancing their business and personal debt. In a 12-month period, Chris facilitated over $100 million in lending through Citi and Morgan Stanley. For calendar year 2010, he originated the most mortgage loans in the entire company. 

2
Keny E. Chang
CRD#: 4038234
2790 Skypark Dr., Suite 309, Torrance, CA 90505
93
Wealthminder
score

Keny Chang (CRD# 4038234) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 9 years of experience in the finance industry.

3
Bradd A. Donovan
CRD#: 5323904
2790 Skypark Dr., Suite 309, Torrance, CA 90505
93
Wealthminder
score

Bradd Donovan (CRD# 5323904) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 10 years of experience in the finance industry.

4
Calvin D. Hedman
CRD#: 5099240
2790 Skypark Dr., Suite 309, Torrance, CA 90505
93
Wealthminder
score

Calvin Hedman (CRD# 5099240) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 12 years of experience in the finance industry.

5
Philippe R. Oertle
CRD#: 5192671
2601 Airport Drive, Suite 120, Torrance, CA 90505
51
Wealthminder
score

Philippe Oertle (CRD# 5192671) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.