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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- PathwayOak ridge
- Established Date
- 06-09-2020
- Office Locations
- 2
Office Locations
About Palladio Consulting LLC
Palladio Consulting LLC is a special needs-focused advisory serving families planning for a child with an intellectual or developmental disability. The firm provides family office-style guidance spanning investment and trust management, ABLE account strategy, government benefits planning, tax and estate design, settlement planning, and multi-generational retirement planning—built to preserve eligibility for essential programs while protecting long-term family security.
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Owner & Executives
CONNOR WILLIAM KAVANAUGH
Managing Member, Managing Partner
- CRD
- #5941682
- Ownership
- 75% or more
Christopher Perez
Director, DIRECTOR OF OPERATIONS, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,454,589 | -- |
| Non-Discretionary | $4,982,516 | -- |
| Total | $110,437,105 | -- |
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Separately Managed Accounts
Total SMA Asset: $110,437,105
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,283,215,186 | 14.7% |
| Equity - Exchange | $4,713,851,703 | 54.0% |
| Cash | $2,732,288,117 | 31.3% |
| Total | $8,729,355,006 | 100.0% |