ERIC A. CATMUR

DELTA ASSET MANAGEMENT

Memphis, TN 38117

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CRD#: 1135884

Professional summary

ERIC ALAN CATMUR, who also goes by Eric Alan Catmur, is a registered financial advisor currently at DELTA ASSET MANAGEMENT, LLC located in Memphis, Tennessee.

ERIC is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. ERIC has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Biography

Alan is a Senior Vice President at Delta Asset Management. Prior to joining Delta in December, 2000, he was President and Chief Investment Officer at Commerce Capital Management, the investment advisory subsidiary of National Bank of Commerce (now SunTrust) in Memphis. He began his investment career at Morgan Keegan in 1981 as an equity research analyst. He also worked as a financial advisor at Morgan Keegan and Robinson Humphrey. Prior to entering the investment field, he was Assistant Treasurer and Planning Coordinator at First Tennessee National Corporation (now First Horizon).  Mr. Catmur graduated from the University of Memphis with a BA in History and Economics. He also has a MBA from the University of Memphis with a concentration in Finance.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Alan Catmur

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view ERIC ALAN CATMUR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 9, 2004 - Present

DELTA ASSET MANAGEMENT, LLC

Office #1: 700 Colonial Rd Suite 220, Memphis, TN 38117

RIA

CRD#: 113688

Memphis, TN

Past

January 3, 1985 - January 9, 1991

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

Past

August 23, 1983 - January 2, 1985

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DELTA ASSET MANAGEMENT, LLC

CRD#: 113688 / SEC#: 801-60492

RIA

Registered Investment Advisory firm - (11/21/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(3/2/2022)

IAR

Tennessee
(2/9/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Current Firm

DELTA ASSET MANAGEMENT, LLC

CRD#: 113688 / SEC#: 801-60492

RIA

Registered Investment Advisory firm - (11/21/2001 Approved)

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Contact information

Main Address

700 Colonial Rd Suite 220, Memphis, TN 38117

Mailing Address

Phone number

(901) 767-4791

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (11/13/2025)

Regulatory assets under management

Total Number of Accounts	1,123
AUM (Assets Under Management)	$ 1,440,457,835

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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ERIC A. CATMUR

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view ERIC ALAN CATMUR's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ROBINSON-HUMPHREY COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

DELTA ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/1992

Series 63

Date: 8/8/1983

Series 7

Date: 8/20/1983

Current Firm

DELTA ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DELTA ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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