← Directory
THE CAVANAUGH GROUP INC
CRD 105931File 801-50257
APPROVED
Retail clients
Disclosure events
Filing as of Jun 5, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 45 | 44 | decreased by1 |
| Mar 1, 2026 | AUM | $453,576,897 | $485,742,132 | increased by$32,165,235 |
| Mar 1, 2026 | Accounts | 130 | 46 | decreased by84 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 63 | 45 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $610,035,252 | $453,576,897 | decreased by$156,458,355 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 123 | 130 | increased by7 |
| Mar 1, 2022 | Clients | 51 | 63 | increased by12 |
| Mar 1, 2022 | AUM | $631,196,327 | $610,035,252 | decreased by$21,161,075 |
| Mar 1, 2022 | Accounts | 114 | 123 | increased by9 |
| Sep 1, 2021 | Employees | 3 | 2 | decreased by1 |
| Sep 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAVANAUGH GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAVANAUGH GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.