# Catawba River Capital

Catawba River Capital is a Bank / Wealth / Trust based in Lake Wylie, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Wylie, United States
- **Region:** North America
- **Address:** Lake Wylie, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** catawbarivercapital.com
- **LinkedIn:** https://www.linkedin.com/company/catawbarivercapital

## Regulatory record

- **CRD number:** 134217
- **SEC file number:** 801-113237
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-18T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134217

## About

Catawba River Capital was established in 2000 as a Lake Wylie-based wealth manager. It functions as a registered investment advisor. The firm delivers investment advisory services that include financial planning and portfolio management. No specific asset classes, named holdings, or geographic deployment details appear in available records. No information on team size, additional offices, or operational events from the last 24 months is available. The firm serves individuals, high-net-worth individuals, and business entities.

## Questions

### What services does Catawba River Capital provide?

The firm offers investment advisory services that include financial planning and portfolio management to individuals, high-net-worth individuals, and business entities.

### When was Catawba River Capital founded?

Catawba River Capital was established in 2000.

## Related profiles

- [Catarina Capital](https://altss.com/profile/catarina-capital)
- [Catcha Group](https://altss.com/profile/catcha-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/catawba-river-capital

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology