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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

CATALYST STRATEGIC SOLUTIONS

CUSOURCE, LLC, CRD 44970

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d079bbd6-6c85-50d1-8223-eee9e73a1735

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Nov 22, 2011 to Mar 27, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $52BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 80
Individual clients: 0
High net worth clients: 0
SEC number: 801-35725
CRD: 44970
Filings on the tape: 24
First filed: Nov 22, 2011
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, TX
Website: catalystcorp.org

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CATALYST CORPORATE FEDERAL CREDIT UNION	Member	E	yes	03/1998	Nov 22, 2011	Mar 22, 2024
HOULE, STEVEN P	CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	Mar 27, 2019	Mar 22, 2024
MCGINNIS, MICHAEL, ANDREW	DESIGNATED PRINCIPAL	Na	yes	04/2019	Mar 27, 2019	Mar 22, 2024
DEBREE, MARK, WILLIAM	Principal	Na	no	04/2019	May 29, 2019	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CATALYST CORPORATE FEDERAL CREDIT UNION	n/a	n/a	n/a	Y	no	TX
CU INVESTMENT SOLUTIONS LLC	n/a	State registered	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$52B	$0	7	6	0	n/a	n/a
2024	Mar 27, 2025	$49B	$0	7	6	0	n/a	n/a
2023	Mar 22, 2024	$45B	$0	7	6	0	n/a	n/a
2022	Mar 31, 2023	$47B	$0	7	6	0	n/a	n/a
2021	Mar 31, 2022	$43B	$0	7	6	0	n/a	n/a
2020	Mar 29, 2021	$37B	$0	9	5	0	n/a	n/a
2019	Mar 27, 2020	$34B	$0	9	5	0	n/a	n/a
2018	Mar 27, 2019	$41B	$0	9	5	0	n/a	n/a
2017	Mar 26, 2018	$40B	$0	9	5	0	n/a	n/a
2016	Mar 31, 2017	$38B	$0	9	5	n/a	n/a	n/a
2015	Mar 11, 2016	$35B	$0	9	5	n/a	n/a	n/a
2014	Mar 27, 2015	$33B	$0	8	4	n/a	n/a	n/a
2013	Mar 20, 2014	$31B	$0	8	5	n/a	n/a	n/a
2012	Mar 22, 2013	$32B	$0	8	5	n/a	n/a	n/a
2011	Mar 9, 2012	$29B	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$52B	$49B	6.4%	$47B	3.5%	7	7	0	0

Relationships

Affiliated with (1)

→ CU INVESTMENT SOLUTIONS LLCRegistered adviserbroker-dealer, common control
factForm ADV

Controls (3)

← MCGINNIS, MICHAEL, ANDREWOwnerDESIGNATED PRINCIPAL, ownership code NA, individual
Mar 27, 2019 to Mar 22, 2024factForm ADV
← CATALYST CORPORATE FEDERAL CREDIT UNIONOwnerMEMBER, ownership code E, domestic entity
Nov 22, 2011 to Mar 22, 2024factForm ADV
← HOULE, STEVEN POwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2019 to Mar 22, 2024factForm ADV

Owns (1)

← DEBREE, MARK, WILLIAMOwnerPRINCIPAL, ownership code NA, individual
May 29, 2019 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 27, 2019
Control person joined
Andrew Michael Mcginnis (Designated Principal) appeared on Schedule A of Catalyst Strategic Solutions
Form ADVobserved 6 days ago
Occurred
Mar 27, 2019
Control person joined
Steven P Houle (Chief Compliance Officer) appeared on Schedule A of Catalyst Strategic Solutions
Form ADVobserved 6 days ago
Occurred
Mar 27, 2019
Control person left
Matthew Bruce Fox (Designated Principal) no longer on Schedule A of Catalyst Strategic Solutions (listed 2019-01-25, absent 2019-03-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d079bbd6-6c85-50d1-8223-eee9e73a1735
First observed: Nov 22, 2011
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CATALYST STRATEGIC SOLUTIONS

CUSOURCE, LLC, CRD 44970

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d079bbd6-6c85-50d1-8223-eee9e73a1735

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CATALYST CORPORATE FEDERAL CREDIT UNION

Member

yes

03/1998

Nov 22, 2011

Mar 22, 2024

HOULE, STEVEN P

CHIEF COMPLIANCE OFFICER

yes

04/2019

Mar 27, 2019

Mar 22, 2024

MCGINNIS, MICHAEL, ANDREW

DESIGNATED PRINCIPAL

yes

04/2019

Mar 27, 2019

Mar 22, 2024

DEBREE, MARK, WILLIAM

Principal

04/2019

May 29, 2019

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CATALYST CORPORATE FEDERAL CREDIT UNION

n/a

CU INVESTMENT SOLUTIONS LLC

n/a

State registered

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$52B

n/a

2024

Mar 27, 2025

$49B

n/a

2023

Mar 22, 2024

$45B

n/a

2022

Mar 31, 2023

$47B

n/a

2021

Mar 31, 2022

$43B

n/a

2020

Mar 29, 2021

$37B

n/a

2019

Mar 27, 2020

$34B

n/a

2018

Mar 27, 2019

$41B

n/a

2017

Mar 26, 2018

$40B

n/a

2016

Mar 31, 2017

$38B

n/a

2015

Mar 11, 2016

$35B

n/a

2014

Mar 27, 2015

$33B

n/a

2013

Mar 20, 2014

$31B

n/a

2012

Mar 22, 2013

$32B

n/a

2011

Mar 9, 2012

$29B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$52B

$49B

6.4%

$47B

3.5%