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| Happy Holidays!! thanks for using AUM13F!! |
| The Cavanaugh Group Inc
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| CRD # | 105931 |
| SEC # | 801-50257 |
| CIK # | |
| AUM | $453.6 M (2025-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-241-0084 |
| Address | 70 Fort Walker Drive Hilton Head Island, SC 29928 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.1 |
| (b) Individuals (high net worth individuals) | 28 | 441.1 |
| (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 | 8.3 |
| (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 | 130 | 453.6 |
| By Discretionary | ||
| Discretionary | 129 | 450.8 |
| Non-Discretionary | 1 | 2.7 |
| Total | 130 | 453.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.6 | |
| Total | 130 | 453.6 |
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Quantitative Process LLC
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Montgomery Investment Management Inc
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MD | 0.5 |
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Legacy Financial Independent Advisors LLC
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