Cavalot Capital

Overview

Cavalot Capital operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on private individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Cavalot positions itself as a capital allocator and uses a mix of billing arrangements — percentage of assets under management, hourly fees, and fixed fees — depending on client engagement. The firm does not identify as an active ESG investor. Its practice includes discretionary portfolio management, and it reports offering advisory services typical for boutique RIAs rather than institutional pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices