DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Catalyst Strategic Solutions
Legal name Cusource, LLC
Latest filing Mar 27, 2026
First filing on the tape Nov 22, 2011 · 24 filings
SEC status approved since Dec 22, 1989
RAUM
$52B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$52B as of Mar 27, 2026
Mar 9, 2012$29B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 9, 20120 then
Employees (5.A)7 as of Mar 27, 2026
Mar 22, 20138 then
Private funds: no history
RAUM +6.4% over the last fiscal year+3.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $655MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Banks and thrifts$52B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 80reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Steven P Houle · Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- Andrew Michael Mcginnis · Designated Principalcontrolsince 04/2019 · owns less than 5%
- William Mark Debree · Principalsince 04/2019 · owns less than 5%
Entity owners
- Catalyst Corporate Federal Credit Union · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Catalyst Corporate Federal Credit Unioncustodiany
- Cu Investment Solutions LLCbroker-dealern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 27, 2026discretionary share of RAUM of 0% against a peer median of 100% (120 comparable advisers, 0.0th percentile, 33.6 robust deviations)peers: other advisers, $20B and over (120) · 0.0% percentile
What changed
consecutive filings, newest first
- Non-discretionary RAUM · $49B to $52BMar 27, 2025 to Mar 27, 2026
- RAUM · $49B to $52BMar 27, 2025 to Mar 27, 2026
- Accounts · 78 to 80Mar 22, 2024 to Mar 27, 2025
- Financial planning clients · 0 to 0Mar 22, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $45B to $49BMar 22, 2024 to Mar 27, 2025
- RAUM · $45B to $49BMar 22, 2024 to Mar 27, 2025
- Financial planning clients · unset to 0Mar 31, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $47B to $45BMar 31, 2023 to Mar 22, 2024
- RAUM · $47B to $45BMar 31, 2023 to Mar 22, 2024
- Accounts · 76 to 78Mar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $43B to $47BMar 31, 2022 to Mar 31, 2023
- RAUM · $43B to $47BMar 31, 2022 to Mar 31, 2023
- Accounts · 79 to 76Mar 29, 2021 to Mar 31, 2022
- Advisory employees · 5 to 6Mar 29, 2021 to Mar 31, 2022
- Employees · 9 to 7Mar 29, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $37B to $43BMar 29, 2021 to Mar 31, 2022
- RAUM · $37B to $43BMar 29, 2021 to Mar 31, 2022
- Related broker-dealer · false to trueMar 29, 2021 to Mar 31, 2022
- Accounts · 83 to 79Dec 11, 2020 to Mar 29, 2021
- Non-discretionary RAUM · $34B to $37BDec 11, 2020 to Mar 29, 2021
- RAUM · $34B to $37BDec 11, 2020 to Mar 29, 2021
- Accounts · 84 to 83Sep 4, 2019 to Mar 27, 2020
- BD registered reps · 2 to 1Sep 4, 2019 to Mar 27, 2020
- Assets in custody · 0.0 to unsetSep 4, 2019 to Mar 27, 2020
- Custody of client assets · true to falseSep 4, 2019 to Mar 27, 2020
- Non-discretionary RAUM · $41B to $34BSep 4, 2019 to Mar 27, 2020
- RAUM · $41B to $34BSep 4, 2019 to Mar 27, 2020
- BD registered reps · 1 to 2Jan 25, 2019 to Mar 27, 2019
- Non-discretionary RAUM · $40B to $41BJan 25, 2019 to Mar 27, 2019
- RAUM · $40B to $41BJan 25, 2019 to Mar 27, 2019
- Accounts · 89 to 84Mar 31, 2017 to Mar 26, 2018
- Charity clients · unset to 0.0Mar 31, 2017 to Mar 26, 2018
- Corporate clients · unset to 0.0Mar 31, 2017 to Mar 26, 2018
- HNW clients · unset to 0.0Mar 31, 2017 to Mar 26, 2018
- Individual clients · unset to 0.0Mar 31, 2017 to Mar 26, 2018
- Pension plan clients · unset to 0.0Mar 31, 2017 to Mar 26, 2018
- Pooled vehicle clients · unset to 0.0Mar 31, 2017 to Mar 26, 2018
- Other offices · unset to 0.0Mar 31, 2017 to Mar 26, 2018
- Non-discretionary RAUM · $38B to $40BMar 31, 2017 to Mar 26, 2018
- RAUM · $38B to $40BMar 31, 2017 to Mar 26, 2018
Signals
3 dated events
- Andrew Michael Mcginnis (Designated Principal) appeared on Schedule A of Catalyst Strategic SolutionsMar 27, 2019 · Control person joined · fact
- Steven P Houle (Chief Compliance Officer) appeared on Schedule A of Catalyst Strategic SolutionsMar 27, 2019 · Control person joined · fact
- Matthew Bruce Fox (Designated Principal) no longer on Schedule A of Catalyst Strategic Solutions (listed 2019-01-25, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/catalyst-corporate-federal-credit-unionreportedpublic record, Form ADV, Sep 18, 2026
- Website
- catalystcorp.orgreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 800-442-6427reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026