The Cavanaugh Group Inc
Firm details
- Headquarters
- Kiawah Island, South Carolina
- CRD number
- 105931
- Registered since
- September 29, 1995
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.63%
- Pension & Profit Sharing Plans1.75%
- Individuals1.4%
- Charitable Organizations0.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Cavanaugh Group Inc. is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1995. The firm is owned by an individual and focuses its advisory work on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. It does not present itself as a capital allocator or pension consultant, is not an active ESG investor, and is not classified as a multi-state adviser.
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 Equities90%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kiawah Island, SC
Charleston
Location
Kiawah Island, SC
Headquartered in Kiawah Island, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 12 Little Rabbit Ln
- Time zone
- ET (UTC-5)
- Office locations
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