The Cavanaugh Group Inc
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Overview
The Cavanaugh Group Inc is an advisory company located in Hilton Head Island, South Carolina. The Cavanaugh Group Inc administers $486.5 million in assets under management across 110 accounts, placing it among the larger firms in the United States by assets under management (AUM). The company has a small team, including 2 financial advisors. The Cavanaugh Group Inc does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like bonds, options and equities.
The Cavanaugh Group Inc oversees more than half of its client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction judgments without needing client approval. The firm also manages three non-discretionary accounts totaling $2.8 million in assets under management. The firm's typical account size is $4.4 million. The typical advisor at The Cavanaugh Group Inc manages about 55 client accounts, making it about average in terms of personalization.
The firm's central office is located at 70 Fort Walker Drive, Hilton Head Island, South Carolina 29928. The firm is registered to serve clients in the state of Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Cavanaugh Group Inc by the Numbers
$486.5 million
2
110
$4.4 million
Fee Structure
Fees for financial advice vary depending on which services the firm provides the client. However, fees charged by The Cavanaugh Group Inc typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The Cavanaugh Group Inc provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 110 accounts, The Cavanaugh Group Inc's largest client type is high net worth investors, although it also serves 26 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 55.32%
- Other Individuals - 40.43%
- Corporations - 2.13%
- Charitable Organizations - 2.13%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
The Cavanaugh Group Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at The Cavanaugh Group Inc
Hilton Head, SC
Hilton Head, SC
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