Catawba Capital Management Inc.

Catawba Capital Management Inc. (CRD# 107133) is a financial advisory firm headquartered in Roanoke, VA. They manage $894,348,550 in 662 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    894
    MILLION
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $1,350,980
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, NC, NY, PA, TN, VA, WV

Financial Advisors at Catawba Capital Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Terence H. Crowgey
CRD#: 2248364
10 Franklin Rd.,suite 625, Roanoke, VA 24011
96
Wealthminder
score

Terence Crowgey (CRD# 2248364) is an Investment Advisor Representative working at Catawba Capital Management Inc. in Roanoke, VA and has over 24 years of experience in the finance industry.

2
John E. Gray
CRD#: 5108976
10 South Jefferson St.,suite 1210, Roanoke, VA 24011
93
Wealthminder
score

John Gray (CRD# 5108976) is an Investment Advisor Representative working at Catawba Capital Management Inc. in Roanoke, VA and has over 10 years of experience in the finance industry.

3
Raymond J. Irons
CRD#: 1063996
10 Franklin Rd.,suite 625, Roanoke, VA 24011
93
Wealthminder
score

Raymond Irons (CRD# 1063996) is an Investment Advisor Representative working at Catawba Capital Management Inc. in Roanoke, VA and has over 34 years of experience in the finance industry.

4
Amanda M. Crowgey Wells
CRD#: 5483491
10 South Jefferson St.,suite 1210, Roanoke, VA 24011
89
Wealthminder
score

Amanda Crowgey Wells (CRD# 5483491) is an Investment Advisor Representative working at Catawba Capital Management Inc. in Roanoke, VA and has over 2 years of experience in the finance industry.

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