Data / Investment advisers / South Carolina / The Cavanaugh Group Inc
The Cavanaugh Group Inc, Kiawah Island, SC: $486 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Cavanaugh Group Inc is an SEC registered investment adviser with its main office in Kiawah Island, South Carolina and reports $486 million in regulatory assets under management in its Form ADV filed October 14, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 105931
- SEC file number
- 801-50257
- SEC status
- Approved, effective September 29, 1995
- Main office
- 12 Little Rabbit Lane, Kiawah Island, SC 29455
- Phone
- (410) 241-0084
- Regulatory AUM
- $485,742,132 in the Form ADV filed October 14, 2026
- Discretionary AUM
- $482,744,400
- Non discretionary AUM
- $2,997,732
- Accounts
- 46
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- October 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $469.4 million |
| Pension and profit sharing plans | Fewer than 5 | $8.5 million |
| Individuals (other than high net worth individuals) | 20 | $6.8 million |
| Charitable organizations | Fewer than 5 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $485.7 million | February 5, 2026 |
| December 1, 2025 | $453.6 million | November 13, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealth Intelligently Navigated, LLC | Greer | $532.9 million | Not listed | adviserinfo.sec.gov |
| Stokes Capital Advisors, LLC | Greenwood | $499.4 million | Not listed | adviserinfo.sec.gov |
| Jackson Financial Services, LLC | Mt. Pleasant | $498.1 million | Not listed | adviserinfo.sec.gov |
| Fusion Capital, LLC | Mt. Pleasant | $492.3 million | Not listed | adviserinfo.sec.gov |
| Objectivity Squared Wealth Management | Charleston | $487.8 million | Not listed | adviserinfo.sec.gov |
| Match Grade Advisors | Greenville | $479.4 million | Not listed | adviserinfo.sec.gov |
| Websterrogers Financial Advisors, LLC | Florence | $460.5 million | Not listed | adviserinfo.sec.gov |
| Hardin Capital Partners, LLC | Greenville | $447.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- The Cavanaugh Group Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.