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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2021
- Office Locations
- 2
Office Locations
About Cavalot Capital
Cavalot Capital is a virtual, fee-only, family-run RIA focused on helping retirees and pre-retirees turn accumulated savings into steady, tax-smart income. The firm delivers holistic, in-house financial planning and ongoing check-ins to coordinate investing, taxes, and key life decisions. Portfolios are implemented primarily with ETFs and high-quality bonds (Schwab custody), and the website includes an interactive advisor-fit quiz for prospects.
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Owner & Executives
DAMIAN PALFINI
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5652126
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THEODORE RICHARD PALFINI
Wealth Advisor
- CRD
- #1706193
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,070,554 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,070,554 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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