KIAWAH ISLAND, SCCRD 105931Latest ADV February 5, 2026
The Cavanaugh Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Kiawah Island, SC. Its latest Form ADV filing, dated February 5, 2026, reports $486M in regulatory assets under management, 2 employees, and 46 accounts.
Assets Under Management
$486M
Employees
2
Offices
--
Total Clients
44
Primary office
KIAWAH ISLAND, SC
6 LITTLE RABBIT LANE, KIAWAH ISLAND, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
24
2
Individuals
45.5%
20
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$486Mas of February 5, 2026
Discretionary99.4%
$483M
99% of total RAUM99.4%
Non-discretionary0.6%
$3M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$486M
Total Accounts46
10Y AUM Change$-142M (-22.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee22:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.