THE CAVANAUGH GROUP INC

70 Fort Walker Drive
Hilton Head Island, South Carolina 29928
Tel: 410-241-0084

About THE CAVANAUGH GROUP INC

THE CAVANAUGH GROUP INC, formally registered with the SEC as THE CAVANAUGH GROUP INC. The firm was established in 09/29/1995. They have over 1 offices throughout the country.

THE CAVANAUGH GROUP INC is a Hilton Head Island, South Carolina based Financial Planning firm with nearly $437,332,982 assets under management, offering retirement planning & investment advisory services to 120 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105931
SEC#	801-50257
Assets Managed by Firm	$437,332,982
No. of Clients	120
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	120	$437,332,982
Individuals (other than high net worth individuals)	20	$7,475,605
High net worth individuals	22	$422,462,237
Pension and profit sharing plans	1	$6,334,905
Charitable organizations	1	$1,060,235

More Retirement Planning firms in Hilton Head Island, South Carolina:

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GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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