The Catholic Foundation (Dallas)

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

The Catholic Foundation is a large advisory firm based in Dallas. It manages $160.68 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.

The Catholic Foundation provides portfolio management for individuals and small businesses and portfolio management for charitable & educational organizations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Catholic Foundation: assets under management

The assets under management (AUM) of The Catholic Foundation is $160.68 million. The firm's AUM has grown by 183% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $121.79 million in discretionary accounts and $38.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.61 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $682.18 thousand.

The Catholic Foundation has custody of $47.07 million in cash and securities for 72 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The 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 The 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 Cco/Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frank Andrew Rauscher	President -aquinas investment advisers inc.	1 Jun 1994	Other	2450229
Edwin Martin Schaffler	President	1 Nov 1997	Other	4346297
Carol Parks Mcdonald	Chief financial officer	1 Nov 2000	Other	4346305
Carol Parks Mcdonald	Cco/chief financial officer	1 Oct 2004	Other	4346305
John Matthew Kramer	President/chief executive officer	1 Jan 2013	Other	6168422

Based in Dallas

The principal office where The Catholic Foundation performs its advisory services is located at 5310 Harvest Hill Rd., 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.