CAVINESS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 172091
- Website
- cavinesswealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.96%
- Individuals32.65%
- Corporations / Businesses7.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Caviness Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management targeted to individuals, families and small-business clients, and it also works with certain institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Caviness does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- Cash & Cash Equivalents4%
Contacts
1 of 1DAVID CAVINESS
Founder and CCOCRD 4221248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 15660 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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