The Cavanaugh Group Inc
● SEC registered since 1995CRD 105931SEC# 801-50257Kiawah Island, SC
Reg. AUM
$485.7M
Employees
2
Accounts
46
Location
Kiawah Island, SC
The Cavanaugh Group Inc assets under management
The Cavanaugh Group Inc is a registered investment adviser overseen by the SEC based in Kiawah Island, SC. The firm has been registered since 1995. It reports $485.7 million in regulatory assets under management and employs 2 people.
The Cavanaugh Group Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Cavanaugh Keith Control | President | Over 75% | 1995 |
| Jessica Phelps Keith | Vice President/Chief Compliance Officer | Under 5% | 1995 |
Frequently asked questions
How much does The Cavanaugh Group Inc manage?
The Cavanaugh Group Inc reports $485.7 million in regulatory assets under management on its Form ADV.
How many employees does The Cavanaugh Group Inc have?
The Cavanaugh Group Inc reports 2 employees.
Where is The Cavanaugh Group Inc located?
The Cavanaugh Group Inc is based in Kiawah Island, SC and has been SEC-registered since 1995.
Does The Cavanaugh Group Inc disclose fund performance?
The Cavanaugh Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6 Little Rabbit Lane, Kiawah Island, SC 29455 |
| Phone | 410-241-0084 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$485.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$485.7Mregulatory AUM
Discretionary $482.7MNon-discretionary $3M