The Cavanaugh Group Inc
The Cavanaugh Group Inc is an SEC-registered ria in Kiawah Island, SC with $485.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns The Cavanaugh Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105931, SEC 801-50257, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $485.7M (2026-06-05)
- Firm type
- Ria
- Location
- Kiawah Island, SC
- Employees
- 2
- Clients
- 44
- CRD
- 105931
- Ownership
- KEITH, DANIEL, CAVANAUGH; WAGNER, JESSICA, ELIZABETH; KEITH, JESSICA, PHELPS; HAYDEN, MARINA
How much AUM does The Cavanaugh Group Inc have?
The Cavanaugh Group Inc reported $485.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns The Cavanaugh Group Inc?
Disclosed owners and executives of The Cavanaugh Group Inc include KEITH, DANIEL, CAVANAUGH, WAGNER, JESSICA, ELIZABETH, KEITH, JESSICA, PHELPS, HAYDEN, MARINA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.