Chris Matthew Frantz

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Cw Advisors, Llc
  Torrance, CA
• 11/2012 → 06/2026
  Catalina Capital Group, Llc
  Torrance, CA

Previous Registrations

• 2014-09-19 → 2026-06-10
  Catalina Capital Group, Llc
  Torrance, CA
• 2012-11-05 → 2014-12-31
  Daniel Wealth Advisors
  Corona Del Mar, CA
• 2009-06-01 → 2012-11-15
  Morgan Stanley
  La Jolla, CA
  Los Angeles, CA
• 2007-11-02 → 2009-06-01
  Citigroup Global Markets Inc.
  La Jolla, CA

Other Businesses

1. Frantz Holdings, LLC; Investment Related; 2601 Airport Drive, Suite 375 Torrance CA 90505; Real Estate Investing and asset management; Owner; 2025-03-24; 5 hours per month; 0 during trading hours; Selection of real estate investments and management of assets

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-29
• S63 Uniform Securities Agent State Law Examination
  2007-07-03

Other Names

• Christopher Frantz
• Chris Frantz