Cave, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 126171
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cave, Inc. is a small independent registered investment adviser that serves individual and family clients, with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates as an insurance broker in addition to advisory work and charges clients on a percentage-of-assets basis. Cave, Inc. shows a clear tilt toward liquid equity exposures, using exchange-traded instruments as its primary allocation method. The firm does not present itself as an ESG-focused manager and is structured as an owner-operated independent RIA.
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 Equities75%
- Cash & Cash Equivalents25%
Contacts
1 of 1Michael Cave
Financial PlannerCRD 1237436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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