This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2014
- Office Locations
- 1
Office Locations
About Cavan Capital Management LLC
Cavan Capital Management LLC is a Naples, FL investment adviser providing portfolio management and portfolio construction for retail clients. The firm follows a growth-at-a-reasonable-price approach, seeking undervalued companies with durable long-term growth and opportunities created by short-term cyclical setbacks. Portfolios are implemented primarily with ETFs (with limited derivatives) and custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
JAMES GERARD REILLY
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
MICHAEL JOSEPH REILLY
President
- CRD
- #2079014
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,455,499 | $854,309 |
| Non-Discretionary | $0 | -- |
| Total | $33,455,499 | $854,309 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing