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The Cavanaugh Group Inc

● SEC registered since 1995CRD 105931SEC# 801-50257Hilton Head Island, SC
Export (members)
Reg. AUM
$453.6M
Employees
2
Accounts
130
Location
Hilton Head Island, SC

The Cavanaugh Group Inc assets under management

The Cavanaugh Group Inc is a registered investment adviser overseen by the SEC based in Hilton Head Island, SC. The firm has been registered since 1995. It reports $453.6 million in regulatory assets under management and employs 2 people.

The Cavanaugh Group Inc owners & executives

2 reported
NameTitleOwnershipSince
Daniel Cavanaugh Keith ControlPresidentOver 75%1995
Jessica Phelps KeithVice President/Chief Compliance OfficerUnder 5%1995

Frequently asked questions

How much does The Cavanaugh Group Inc manage?

The Cavanaugh Group Inc reports $453.6 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 Hilton Head 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

Address70 Fort Walker Drive, Hilton Head Island, SC 29928
Phone410-241-0084
Office hours9:00 a.m. To 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$450.8M
Non-discretionary$2.7M
Total (RAUM)$453.6M