Financial AdvisoryAsset Protection and Tax PlanningActiveVerified

Catalyst Advisory Group

Catalyst Advisory Group LLC is a financial advisory firm based in McKinney, Texas, led by Jerry Roberts. The firm specializes in asset protection, tax reduction, business succession, and exit planning for business owners. Services include tax planning and increasing reserves, as described on their website.

Filed June 30, 2026 · Elizabeth, CO · Elbert County

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Source

Colorado Secretary of State · Entity 20261805159 · Retrieved July 3, 2026

View the official record ›JSON record ›

About Catalyst Advisory Group

CATALYST ADVISORY GROUP LLC filed in Colorado on June 30, 2026, as a financial advisory firm focused on asset protection and tax planning. The company's domain was registered on December 22, 2000, over 25 years before the filing, through Network Solutions. The website is a modern Divi-built WordPress site. The business was first seen on July 3, 2026, three days after filing. Three other entities share the same address. No annual report or EIN on file yet. We estimate revenue between $100,000 and $1 million and 1 to 5 employees.

  • Domain registered 25 years before the filing, indicating a very long-standing online presence.
  • Three other entities share the same address, suggesting a shared office or multi-entity setup.
  • Modern Divi-built WordPress website with a brick-and-mortar footprint.
  • First seen three days after filing, showing prompt public listing.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 44 new businesses registered in Elizabeth in June 2026, and the only financial advisory business registered there that month.

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Filing Details

Entity NameCATALYST ADVISORY GROUP LLC
Entity TypeLLC
Entity Number20261805159
Filing DateJune 30, 2026
Principal AddressLocked
City / State / ZipElizabeth, CO 80107
CountyElbert
TimezoneMountain (MT)
EIN on FileNo
Agent AddressLocked
WebsiteYes · domain registered 9321 days before filing · registrar Register - Network Solutions
Website BuildModern · Divi
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
Related Filings3 at the same address
First Recorded by DayOneLeadJuly 3, 2026 (3 days after filing)

Verified Business Profile

SubcategoryAsset Protection and Tax Planning

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Catalyst Advisory Group registered?

Catalyst Advisory Group was registered as LLC on June 30, 2026 in Colorado.

Where is Catalyst Advisory Group located?

Catalyst Advisory Group is based in Elizabeth, CO, 80107, in Elbert County.

What type of business is Catalyst Advisory Group?

Catalyst Advisory Group is classified as a financial advisory business (asset protection and tax planning).

Does Catalyst Advisory Group have an EIN on file?

No EIN was found on file for Catalyst Advisory Group at the time of registration.

Who Sells to This Business

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