$485.7M Total AUM
$482.7M Disc. AUM
0.0% 3Y CAGR
2 Employees
44 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-29-1995
- Office Locations
- 1
Office Locations
-- Hilton Head SC
About THE Cavanaugh Group INC
THE Cavanaugh Group INC is a Kiawah Island-based RIA. The firm has been operating for 30 years. Managing $485.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$242.9M AVG AUM / ADVISOR
$11.0M AVG AUM / CLIENT
30.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL CAVANAUGH KEITH
President
- CRD
- #1348403
- Ownership
- 75% or more
Available
Available
Available
J
JESSICA PHELPS KEITH
Chief Compliance Officer, Vice President
- CRD
- #2420995
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $482,744,400 | $10,727,653 |
| Non-Discretionary | $2,997,732 | $2,997,732 |
| Total | $485,742,132 | $10,559,612 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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