CF
CF

Chris Frantz

18 Years of Experience
Torrance, CA

Chris Frantz is a registered investment advisor at Catalina Capital Group, LLC, based in Torrance, CA, with 18 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 238 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
238 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$616.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2601 Airport Drive, Suite 375, Torrance, CA, 90505

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chris is the owner of Frantz Holdings, a real estate investing and asset management company, since March 2025. He dedicates minimal time to this business, both during and outside of trading hours.

Employment History
Current Registrations
Catalina Capital Group, LLC
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Daniel Wealth Advisors
November 2012 - December 2014 · 2 yrs 1 mo
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.