This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$486MItem 5.F on the latest filing (2026-06-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$483M

Private client RAUM

$476MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$243Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

46

Individual clients

20

High net worth clients

24

SEC number

801-50257

CRD

105931

Filings on the tape

23

First filed

Mar 26, 2012

Latest filed

Jun 5, 2026

Organised

Corporation, MD

• Occurred

  Mar 5, 2019
  Regulatory AUM changed

  The Cavanaugh Group Inc reported RAUM $512.9M, down 27% from $700.6M (2018-03-07 to 2019-03-05)

  Form ADVobserved 6 days ago
  $-188M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f01481aa-87cf-14de-a0cc-14419b2ca1fb

First observed

Mar 26, 2012

Last observed

Jun 5, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.