Cavan Capital Management LLC
RIAState Registered
Total AUM
$33.5M
Discretionary
$33.5M
100% of AUM
Avg account
$1.5M
Accounts
23
Employees
2
Advisory reps
2
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 311325
- Registered since
- April 25, 2024
- Website
- www.cavancapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cavan Capital Management LLC is an individually owned Florida-based investment advisory LLC that provides portfolio management primarily to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and delivers discretionary portfolio services. It does not position itself as an ESG investor and operates without a multi-state advisory footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 13935 Old Coast Rd
- Time zone
- ET (UTC-5)
- Office locations
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