Fee-only adviser · Kiawah Island, SC
The Cavanaugh Group Inc
The Cavanaugh Group Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Kiawah Island, South Carolina. On its latest Form ADV, filed October 14, 2026, it reports $486M in regulatory assets under management, 44 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105931 · SEC file 801-50257 |
| Office | 12 Little Rabbit Lane Kiawah Island, SC 29455 |
| Phone | (410) 241-0084 |
| Website | Not listed |
| Regulatory assets under management | $486M ($483M discretionary) |
| Individual clients | 20 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | October 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Johns Island 1 firm
- Charleston 14 firms
- Sullivans Island 1 firm
- Mt. Pleasant 18 firms
- Daniel Island 5 firms
- Summerville 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at The Cavanaugh Group Inc? Update this listing.