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CATALYST STRATEGIC SOLUTIONS
Legal name: CUSOURCE, LLC
CRD 44970File 801-35725
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$52.37B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $52.37B
Clients
80
80 accounts
Employees
7
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 22, 1989
- Principal office
- 6801 PARKWOOD BOULEVARD, PLANO, TX, 75024-7198
- Phone
- 800-442-6427
- Website
- https://www.catalystcorp.org
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $52.37B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $52.37B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 80
- Total accounts
- 80
- AUM per client
- $654.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 80 | $52.37B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $49,243,534,559 | $52,373,407,058 | increased by$3,129,872,499 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 76 | 80 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $42,689,778,864 | $49,243,534,559 | increased by$6,553,755,695 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 76 | 80 | increased by4 |
| Apr 1, 2022 | Employees | 9 | 7 | decreased by2 |
| Apr 1, 2022 | Clients | 79 | 76 | decreased by3 |
| Apr 1, 2022 | AUM | $37,236,766,685 | $42,689,778,864 | increased by$5,453,012,179 |
| Apr 1, 2022 | Accounts | 79 | 76 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CATALYST STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CATALYST STRATEGIC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.