Arimathea
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arimathea works with individual and high‑net‑worth clients as well as trusts, estates, pension and profit‑sharing plans, corporations, and employer plan sponsors, offering asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third‑party money managers. The firm also operates a digital advice platform called PuriFi with Core (digital only) and Premium (advisor access) tiers and sponsors a wrap‑fee program for clients who choose that option.
The firm’s investment process explicitly incorporates elements of Catholic social teaching into its screening — including human dignity, family values, protection of life, and environmental stewardship — and it uses signaling arrangements and sub‑advisory relationships to inform portfolio construction and stay current on ethical and market developments. Arimathea offers individualized portfolios and permits reasonable client restrictions while combining traditional advisor‑led services with a digital, tiered delivery model and periodic promotional or beta pricing for the platform.
Notable distinctions include formal affiliations with other registered advisers and asset management entities and the firm’s role as sub‑adviser to an affiliated exchange‑traded fund (the Arimathea Catholic Core Bond ETF, ticker SHRD), arrangements the brochure discloses can create conflicts of interest requiring disclosure and oversight. For a firm with roughly $39.9 million in regulatory assets under management, four advisors, and a small client base, Arimathea’s mix of institutional offerings (retirement plan consulting), a sponsored wrap program, paid seminars/speaking engagements, and affiliated sub‑advisory relationships is atypical among peers.
Client services
Expertise
Demographic focus
Fee options
Financial planning flat fees range from $1,500 to $10,000; Retirement plan consulting flat fees range from $750 to $10,000
$0+: Up to 2.00% annually for traditional comprehensive portfolio management (negotiable) $0+: PuriFi Core Tier: 0.65% annually (digital-only, no advisor access) $0+: PuriFi Premium Tier: 1.25% annually (includes financial advisor access and planning)
Some representatives are licensed insurance agents and may receive commissions on insurance products sold; no client obligation
Financial planning hourly fees up to $350; Retirement plan consulting hourly fees up to $250
Minimum fee: Minimum annual fee applicable based on advisor's override; specific minimum amount not clearly stated Fee-only: Financial planning and consulting fees charged hourly up to $350/hour or flat fees from $1,500 to $10,000
Main office
See office319 N Main St
Fort Bragg CA 95437
Advisors at this office
2
Offices (3)
Most active in
California · Florida · Louisiana · Missouri · New York · North Carolina · Texas · Wyoming
Also doing business as
Arimathea · Purifi · Sanctifi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel C
Series 63, Series 66
Fort Bragg, CA
Arimathea
Daniel Catone is a financial advisor at Arimathea with Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Golden State Asset Management, Golden State Wealth Management, LPL Financial, and Redwood Investment Group. Outside of his advisory work, he is involved in business ownership through entities such as ACD Logistics, LLC and Venture Company Mining, LLC. Arimathea serves individual and high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, corporations, and employer plan sponsors, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers. The firm integrates Catholic social teaching principles into its investment approach and combines traditional advisor-led services with a digital advice platform and a wrap-fee program.
Matthew C
Series 65
Fort Bragg, CA
Arimathea
Matthew Catone is a Series 65-licensed advisor at Arimathea with five years of industry experience. He has worked at several firms, including Golden State Wealth Management and Golden State Equity Partners, and spent 15 years at the Los Angeles Times prior to entering the financial industry. Arimathea serves individual and high-net-worth clients as well as trusts, estates, pension and profit-sharing plans, corporations, and employer plan sponsors, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm integrates Catholic social teaching into its investment process and offers a combination of traditional advisor services and a digital advice platform.
Daren B
Series 65
Charlotte, NC
Arimathea
Daren Bitter is a Series 65-licensed advisor at Arimathea with one year of industry experience. He has also been involved with Inspired Talent Solutions since 2014. Additionally, he serves as Director of Advisor Relations for The Walters Institute, a tax planning education and services organization for financial advisors. Arimathea serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and employer plan sponsors. The firm integrates Catholic social teaching into its investment process and combines advisor-led services with a digital advice platform and wrap-fee programs.
Zachary M
Series 66
St Pete Beach, FL
Arimathea
Zachary Miller is a financial advisor at Arimathea with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial LLC, Golden State Wealth Management, and RBC Capital Markets, LLC. Outside of his advisory work, he has worked part-time as a ride-share driver for Uber. Arimathea serves individual and high-net-worth clients as well as institutional entities, offering asset management, financial planning, and retirement plan consulting. The firm incorporates elements of Catholic social teaching into its investment process and combines advisor-led services with a digital advice platform and a sponsored wrap-fee program.
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