|
⚲
|
| The Cavanaugh Group Inc
✚
|
|
|---|---|
| CRD # | 105931 |
| SEC # | 801-50257 |
| CIK # | |
| AUM | $485.7 M (2026-06-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-241-0084 |
| Address | 6 Little Rabbit Lane Kiawah Island, SC 29455 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.8 |
| (b) Individuals (high net worth individuals) | 24 | 469.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.5 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 485.7 |
| By Discretionary | ||
| Discretionary | 45 | 482.7 |
| Non-Discretionary | 1 | 3.0 |
| Total | 46 | 485.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 485.7 | |
| Total | 46 | 485.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Avengers Inc
✚
|
CA | 0.5 |
|
HRC Wealth Management LLC
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|
ID | 0.5 |
|
Rosenblum Silverman Sutton SF Inc
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|
CA | 0.5 |
|
Johnson & White Wealth Management LLC
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|
PA | 0.5 |
|
Legacy Financial Independent Advisors LLC
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|
KY | 0.5 |
|
Morton Brown Family Wealth LLC
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|
PA | 0.5 |
|
Paradiem LLC
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|
LA | 0.5 |
|
Global Kandor Advisors LLC
✚
|
FL | 0.5 |
|
Buttonwood Financial Advisors Inc
✚
|
MD | 0.5 |
|
Cross Financial Advisors LLC
✚
|
OR | 0.5 |