This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Goldman Sachs · JP Morgan · Merrill Lynch
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 05-13-2024
- Office Locations
- 2
Office Locations
About Cavalcade Capital LLC
Cavalcade Capital LLC is an SEC-registered RIA providing hyper-personalized wealth management for exceptional individuals, families, and entrepreneurs, pairing traditional planning with AI-enhanced strategy. The firm supports portfolio construction and tax planning, with allocations spanning ETFs, fixed income, mutual funds, and select alternatives such as real estate and private placements. Clients access reporting through an Addepar portal.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Vehicles
Services
Technology
Owner & Executives
JON HAROLD DUTTON
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #7767223
- Ownership
- 25% but less than 50%
CHADWICK KELLY FAYKUS
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Optima element
Foundation focus
- CRD
- #44844
- Ownership
- 46.2%
Showing 2 of 3 owners & executives
Unlock allContacts
Jon Harold Dutton
President & Chief Executive Officer
- CRD
- --
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $149,900,000 | $3,656,098 |
| Total | $149,900,000 | $3,656,098 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $149,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $456,858,894 | 24.4% |
| Corporate - Investment Grade | $226,557,075 | 12.1% |
| Other | $202,216,232 | 10.8% |
| Private Funds | $189,109,624 | 10.1% |
| Cash | $228,429,447 | 12.2% |
| Public Funds | $327,665,190 | 17.5% |
| U.S. Government/Agency | $241,536,055 | 12.9% |
| Total | $1,872,372,517 | 100.0% |