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Robert Andrew Lawton

Catoosa Fund Management LLC

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About Robert Andrew Lawton

Robert Lawton has been in the financial services industry for over 20 years. Robert is currently registered with Catoosa Fund Management LLC as an Investment Advisor Representative. Robert has previously worked with Source Capital Group, Inc., The Thornwater Company, L.P., Spencer Clarke LLC and Ladenburg, Thalmann & Co., Inc.. Robert holds the Series 7 and Series 63 licenses. Catoosa Fund Management LLC specializes in providing portfolio management for individuals.

Firm Information

Robert Lawton is currently registered with Catoosa Fund Management LLC. Catoosa Fund Management LLC is an investment advisor that manages portfolios for individuals. They have one investment advisor representative and perform investment advisory functions.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Lawton’s Registration & Firm History

CA

01/01/2025 - Present

Catoosa Fund Management LLC (COARSEGOLD CA)

CA

11/03/2008 - 07/22/2011

SOURCE CAPITAL GROUP, INC. (WOODLAND HILLS CA)

CT

05/22/2002 - 06/01/2007

SOURCE CAPITAL GROUP, INC. (WESTPORT CT)

NY

10/24/2001 - 06/17/2002

THE THORNWATER COMPANY, L.P. (NEW YORK NY)

FL

10/02/2000 - 10/30/2000

SPENCER CLARKE LLC (MIAMI BEACH FL)

NY

01/20/1997 - 10/27/2000

LADENBURG, THALMANN & CO., INC. (NEW YORK NY)

NY

02/01/1996 - 12/09/1996

VTR CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Andrew Lawton.
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