Coleman Crawford Davis
Investment adviser representative at Catalyst Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$105MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Catalyst Wealth Management LLCApr 2024 to now
- Innovation Partners LLCApr 2024 to now
- Gwn Securities IncJul 2022 to Apr 2024
- Equitable Advisors, LLCJul 2021 to Jul 2022
- UnemployedJan 2021 to Jul 2021
- Givepay CommerceJun 2019 to Aug 2019
- Givepay CommerceJun 2018 to Aug 2018
- Texas A & M UniversityJun 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Catalyst Wealth Management LLC
$105MAssets managed
9,549Clients
25Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7410905
- Firm CRD
- 329586