Cavalot Capital

RIAState Registered
Total AUM
$64.1M
Discretionary
$64.1M
100% of AUM
Avg account
$242K
Accounts
265
Employees
2
Advisory reps
2

Firm details

Headquarters
Incline Village, Nevada
CRD number
312088
Website
cavalotcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.6%
  • Individuals49.1%
  • Corporations / Businesses0.29%
  • Other0.02%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cavalot Capital is an independent, individual-owned advisory firm organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects other advisers on clients’ behalf. Its fee model includes asset-based fees, hourly charges and fixed-price engagements. Cavalot operates as a capital allocator and is state-registered to conduct business in California, Louisiana, Nevada and Oregon.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 22%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%70%
  • Exchange Traded Equities70%
  • US Government Bonds22%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Incline Village, NV

Washoe

Location

Incline Village, NV

Headquartered in Incline Village, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
880 Northwood Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth