THE CAVANAUGH GROUP INC

Overview

The Cavanaugh Group Inc is a privately owned advisory corporation that has operated as an SEC-registered investment adviser since the mid-1990s. Its business is focused on portfolio management for individuals and small businesses, with a client base made up of high-net-worth individuals and families. The firm charges investment advisory fees as a percentage of assets under management and runs predominantly discretionary mandates. Investment activity is equity‑centric: the firm allocates the bulk of client capital to exchange‑traded equities and uses equity positions as the primary building blocks of client portfolios. The firm does not position itself as an ESG investor and its advisory activities are narrow in scope rather than covering institutional pension consulting or multi-state advisory programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices