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THE CAVANAUGH GROUP INC
CRD 105931File 801-50257
APPROVED
Retail clients
Disclosure events
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$485.7M
Above cohort median (national)
Discretionary AUM
$482.7M
Non-discretionary $3.0M
Clients
44
46 accounts
Employees
2
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 29, 1995
- Principal office
- 6 LITTLE RABBIT LANE, KIAWAH ISLAND, SC, 29455
- Phone
- 410-241-0084
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $485.7M
- Discretionary AUM
- $482.7M
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 45
- Non-discretionary accounts
- 1
- Total accounts
- 46
- AUM per client
- $11.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 24 | $469.4M |
| Pension and profit sharing plans | Fewer than 5 | $8.5M |
| Individuals (other than high net worth individuals) | 20 | $6.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.