|
⚲
|
| The Cavanaugh Group Inc
✚
| |
|---|---|
| CRD # | 105931 |
| SEC # | 801-50257 |
| CIK # | |
| AUM | $437.3 MM (2024-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-241-0084 |
| Address | 70 Fort Walker Drive Hilton Head Island, SC 29928 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 7.5 |
| (b) Individuals (high net worth individuals) | 22 | 422.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.3 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 437.3 |
| By Discretionary | ||
| Discretionary | 119 | 434.6 |
| Non-Discretionary | 1 | 2.7 |
| Total | 120 | 437.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 437.3 | |
| Total | 120 | 437.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Drexel Morgan & Co
✚
|
PA | 0.4 |
|
Financial Security Management Inc
✚
|
CO | 0.4 |
|
Cypress Capital Partners LLC
✚
|
IL | 0.4 |
|
Amicus Financial Advisors LLC
✚
|
TX | 0.4 |
|
Life Line Wealth Management LLC
✚
|
CA | 0.4 |
|
Fortem Financial Group LLC
✚
|
CA | 0.4 |
|
Gagnon Securities LLC
✚
|
NY | 0.4 |
|
Kennerman Associate Inc
✚
|
NY | 0.4 |
|
Bromfield Sneider Wealth Advisors Inc
✚
|
MA | 0.4 |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 0.4 |