C
Cavanaugh Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$0
About
Cavanaugh Wealth Management LLC provides discretionary wealth management and financial planning to high‑net‑worth individuals, trusts, estates and businesses and generally does not maintain a client base of non‑high‑net‑worth individual clients. The firm also offers retirement account advice and standalone financial planning engagements and may refer clients to accountants, attorneys or insurance professionals as part of comprehensive planning.
The firm’s investment approach is primarily long‑term and discretionary, constructing diversified portfolios around low‑cost mutual funds and ETFs while also utilizing individual stocks, bonds, options and structured products where appropriate; CWM conducts fundamental, technical and cyclical analysis to inform security selection and rebalancing. It monitors client accounts on an ongoing basis, may recommend rollovers of retirement assets when deemed in a client’s interest, and provides both integrated wealth management and separate, fixed‑fee or hourly planning services.
Noteworthy aspects include a very small, recently established practice (one adviser, five clients and $0 reported AUM as of December 31, 2025) and an insurance‑sales affiliation in which advisory personnel spend roughly 10% of their time and may receive commission income. The firm maintains an institutional relationship with Charles Schwab that provides platform and support benefits, limits custody to fee‑deduction authority, and does not accept proxy‑voting responsibility—features that distinguish it from many solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Charitable giving & philanthropy
Options & derivatives strategies
Fee options
Fixed fees up to $2,000 for financial planning services
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$300 per hour for financial planning services
Fee-only: Hourly fees of $300 per hour; fixed fees up to $2,000 for financial planning
Main office location
Cavanaugh Wealth Management LLC
Baton Rouge LA, United States
Number of offices
1
Most active in
Cavanaugh Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Mississippi
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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