Fee-only adviser · Sherman Oaks, CA
Katam Hill LLC
Katam Hill LLC is a fee-only investment adviser registered with the securities regulators of California, Florida, New York, with its main office in Sherman Oaks, California. On its latest Form ADV, filed September 8, 2026, it reports $42M in regulatory assets under management, 64 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, New York |
|---|---|
| Firm CRD number | 306521 |
| Office | 15233 Ventura Boulevard Suite 535 Sherman Oaks, CA 91403 |
| Phone | (747) 292-6317 |
| Website | katamhill.com |
| Regulatory assets under management | $42M ($41M discretionary) |
| Individual clients | 32 non-high-net-worth, 32 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sherman Oaks
- Highline Wealth Partners $868M
- Billfold Budget Counseling Not reported
- Shucha Wealth Management LLC $13M
- Mostt Inc. $254K
- Davidson Kahn Capital Management, LLC $415M
- KB Private Wealth Management Group $8.5M
See all 7 fee-only advisers in Sherman Oaks →
Nearby
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