Cavanaugh Capital Management Inc is a large advisory firm based in Baltimore. It manages $1.22 billion of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Florida, Maryland, Nevada, and New Jersey.
Cavanaugh Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cavanaugh Capital Management Inc is $1.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cavanaugh Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Terrence Cavanaugh has been acting as President since 1 Sep 1990. David Michael Churchill joined the executive team most recently as the Treasurer & Chief Financial Officer.
The principal office where Cavanaugh Capital Management Inc performs its advisory services is located at 901 South Bond Street, Baltimore, MD 21231, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-537-5400 or by fax 410-537-6371. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cavcap.com.