Catholic Foundation (Dallas)

Name: Catholic Foundation
Address: 5310 Harvest Hill Rd., Ste 248, Dallas, TX, 75230
Telephone: 972-661-9792

Catholic Foundation is a large advisory firm based in Dallas. It manages $62.67 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2001.

Catholic Foundation provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Catholic Foundation: assets under management

The assets under management (AUM) of Catholic Foundation is $62.67 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $22.61 million in discretionary accounts and $40.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $983.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $381.5 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Catholic Foundation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Catholic Foundation

Edwin Martin Schaffler has been acting as President since 1 Nov 1997. Carol Parks Mcdonald joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edwin Martin Schaffler	President	1 Nov 1997	Other	4346297
Carol Parks Mcdonald	Chief financial officer	1 Nov 2000	Other	4346305

Based in Dallas

The principal office where Catholic Foundation performs its advisory services is located at 5310 Harvest Hill Rd., Ste 248, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-661-9792 or by fax 972-661-0140. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at catholicfoundation.com.