Founded in 2025, Catton Capital Partners is an independent, fee-only investment advisor based in San Francisco.

What we do

  • Our relationship begins with getting to know you, your goals and your wealth ecosystem. We will then build a customized wealth plan designed to achieve your goals.

    Our wealth planning focuses on:

    • Goal-Based and Cash Flow-Based Financial Modeling

    • Debt & Credit Strategies

    • Retirement Planning

    • Philanthropic Planning

    • Legacy Planning

    A well-designed wealth plan details where you stand on your journey to achieving your financial goals. This process provides us with the key information necessary to make informed recommendations and allows us to be proactive rather than reactive as circumstances change and opportunities arise.

  • Designing a portfolio to achieve your financial goals requires taking a collective look at all your investments, including employee benefits and retirement plan accounts, IRAs, and personal accounts. We evaluate your entire wealth ecosystem and structure your portfolio accordingly, taking into account employer stock and other concentrated securities.

    Our investment management services include:

    • Strategic Asset Allocation

    • Tactical Asset Allocation

    • Manager Selection

    • Portfolio Management and Performance Reporting

    • Tax-Efficient Rebalancing

    Our objective is to align your investment portfolio with your unique goals, risk tolerance and liquidity needs - while accommodating unique assets and optimizing for after-tax returns.

  • Managing your tax exposure is one of the most effective methods to efficiently grow your wealth over time.  We monitor ever-changing tax policies and proactively identify opportunities to help minimize your current and future income tax liabilities. 

    Our tax planning services include:

    • Tax-Loss Harvesting Strategies

    • Capital Gain Deferral and Elimination Vehicles

    • Asset Location

    • Concentrated Stock Strategies

    • Employer Stock Options and Restricted Stock Strategies

    We integrate tax planning into all aspects of our wealth planning and investment management decisions, and partner with your tax advisor(s) to help preserve and grow your wealth.

WHO WE ARE

Billy Catton

Billy Catton, CFA, CPWA®

CEO

Billy is the CEO of Catton Capital Partners, leading the day-to-day strategic management of the firm.  Additionally, Billy serves as a strategic investment advisor to the firm’s clients.

Prior to founding Catton Capital Partners in 2025, Billy was a Financial Advisor with Merrill Lynch.  Earlier in his career, he was a Senior Analyst at Horizon Partners, advising high-growth technology companies on sell-side M&A opportunities, and an Analyst at Swingbridge, a boutique asset manager.  Billy began his career at Hall Capital Partners, where he built and managed global, multi-asset class portfolios for endowments, families, and foundations.

Billy attended the University of Oregon, where he received a B.S. in Business Administration from the Lundquist College of Business, he was a Senior Analyst in the University's Investment Group and co-founded the Oregon Consulting Group.

He is a member of the CFA Society of San Francisco and the CFA Institute and a holder of the Chartered Financial Analyst® designation. He is a member of the Investments & Wealth Institute® and a holder of the Certified Private Wealth Advisor (CPWA) certificate.

Originally from the Bay Area, Billy resides in San Francisco.

Steve Catton

Steve Catton

Senior Financial Advisor

Steve is a Senior Financial Advisor at Catton Capital Partners.  He acts as a strategic investment advisor to a select group of high-net-worth clients.

Before joining Catton Capital Partners, Steve was a Financial Advisor with Merrill Lynch for over 23 years.  Prior to joining Merrill lynch, Steve spent 18 years in corporate finance with The Clorox Company.

Steve received his MBA from UC Berkeley’s Haas School of Business and a BA in finance from UC San Diego.

Steve resides in Orinda with his wife, Maureen, and their dog, Maya.

A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA and Certified Private Wealth Advisor. Use of CPWA and Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.

WHAT SETS US APART

INDEPENDENCE.  Our employee ownership, strong belief in putting our clients’ interests first, and our compensation entirely from client fees.

EXPERIENCE.  Our combined experience and judgement building comprehensive financial plans and managing multi-asset portfolios for individuals and families for over 20 years.

SIZE.  Our firm’s focus on a limited number of client relationships allows us to deliver a high-touch, personalized service.