CAVAN CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 311325
- Registered since
- July 15, 2021
- Website
- www.cavancapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cavan Capital Management LLC is a small, SEC-registered advisory firm organized as an LLC and registered in 2021. The firm is owned by an individual and focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Cavan does not position itself as an allocator or manager of pooled funds; instead it provides direct advisory services and implements client portfolios. The firm is not identified as an active ESG investor and is not registered to operate across multiple states.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Derivatives5%
Owners & executives
1 of 1JAMES REILLY
CEOCRD 2655310
Contacts
1 of 1MICHAEL REILLY
PresidentCRD 2079014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 13935 Old Coast Rd
- Time zone
- ET (UTC-5)
- Office locations
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