CAVALOT CAPITAL

Overview

Cavalot Capital is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm operates as a capital allocator and focuses its advisory practice on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model is flexible — percentage of assets under management, hourly engagements and fixed fees — which supports both ongoing wealth management relationships and project-based planning work. Investment activity is weighted toward publicly traded equities; the firm has a clear preference for exchange-traded instruments as its primary building blocks. Cavalot Capital does not position itself as an ESG-focused manager. Its client base and product mix suggest a boutique RIA that blends separately managed account strategies and third-party manager allocations when constructing portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices