RIA
    SEC Registered

    The Cavanaugh Group Inc

    Registered investment advisor · Kiawah Island, South Carolina · CRD #105931

    Assets Under Management
    $486M
    Client Accounts
    46
    Employees
    2
    CRD Number
    105931
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Cavanaugh Group Inc

    The Cavanaugh Group Inc. is a registered investment advisory firm offering investment advisory services to retail investors. It charges an ongoing asset-based fee based on client assets. The firm operates as a full-service financial planning and advisory firm.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Cavanaugh Group Inc

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    Frequently Asked Questions

    What is The Cavanaugh Group Inc's AUM?

    The Cavanaugh Group Inc reports approximately $486M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Cavanaugh Group Inc headquartered?

    The Cavanaugh Group Inc is headquartered in Kiawah Island, South Carolina.

    What is The Cavanaugh Group Inc's CRD number?

    The Cavanaugh Group Inc's CRD number is 105931. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Cavanaugh Group Inc manage?

    The Cavanaugh Group Inc manages approximately 46 client accounts according to its latest SEC filing.

    Is The Cavanaugh Group Inc SEC registered?

    Yes, The Cavanaugh Group Inc is registered with the SEC as an investment adviser with an approved registration status.

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