CUSOURCE, LLC
DBA: CATALYST STRATEGIC SOLUTIONS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $52.37B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $52.37B |
| Client Accounts | 80 |
| Avg Account Size | $654.7M |
| Employees | 7 |
| Peak AUM | $52.37BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $52.4B | +6.4% | +3.5% | +7.1% | |
| Non-Disc. AUM | $52.4B | ||||
Key Metrics
| Total AUM | $52.37B |
| Discretionary | $0 |
| Employees | 7 |
| Client Accounts | 80 |
| Client Range | 0 |
Contact & Location
Address
6801 PARKWOOD BOULEVARD
PLANO TX 75024-7198
Phone
800-442-6427
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$52.4B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-Dealer