THE CAVANAUGH GROUP INC
CRD #105931 SEC #801-50257 KIAWAH ISLAND, SC 410-241-0084
SEC Registered Disclosures
Total AUM
$453.6M
Discretionary
$450.8M
Employees
2
Clients
0
Accounts
130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $453.6M | $450.8M | $2.7M | 2 | 0 |
| Oct 2025 | $453.6M | $450.8M | $2.7M | 2 | 0 |
| Mar 2025 | $453.6M | $450.8M | $2.7M | 2 | 0 |
| Mar 2024 | $437.3M | $434.6M | $2.7M | 2 | 0 |
| Feb 2023 | $486.5M | $483.7M | $2.8M | 2 | 0 |
| Feb 2022 | $610M | $606M | $4M | 2 | 0 |
| Aug 2021 | $631.2M | $627.6M | $3.6M | 2 | 0 |
| Aug 2021 | $631.2M | $627.6M | $3.6M | 2 | 0 |
| Aug 2021 | $631.2M | $627.6M | $3.6M | 2 | 0 |
| Jul 2021 | $631.2M | $627.6M | $3.6M | 3 | 0 |
| May 2021 | $631.2M | $627.6M | $3.6M | 3 | 0 |
| Mar 2021 | $631.2M | $627.6M | $3.6M | 3 | 0 |
| Mar 2020 | $632.2M | $3.5M | $628.8M | 3 | 0 |
| Mar 2019 | $512.9M | $3M | $509.9M | 3 | 0 |
| Mar 2018 | $700.6M | $697.3M | $3.3M | 3 | 0 |
| Mar 2017 | $628M | $625M | $2.9M | 3 | 26 |
| Mar 2016 | $713.2M | $710.4M | $2.8M | 3 | 26 |
| Mar 2015 | $559.5M | $556.7M | $2.8M | 3 | 26 |
| Mar 2014 | $702.1M | $699.5M | $2.5M | 3 | 26 |
| Mar 2013 | $336.4M | $334.6M | $1.8M | 3 | 26 |
| Mar 2012 | $263.7M | $262.1M | $1.6M | 1 | 26 |
| Jun 2011 | $146.7M | $145.3M | $1.4M | 5 | -- |
| Mar 2008 | $192.3M | $191M | $1.3M | 5 | -- |
| Dec 2007 | $243.2M | $242.1M | $1.1M | 5 | -- |
| Mar 2007 | $243.2M | $242.1M | $1.1M | 5 | -- |
| Jan 2006 | $207.5M | $206.6M | $903.1K | 5 | -- |
| Mar 2004 | $200.8M | $200M | $772.2K | 5 | -- |
| Mar 2002 | $173.8M | $173.1M | $704.7K | 5 | -- |
DateNov 2025
Total AUM$453.6M
Discretionary$450.8M
Non-Disc.$2.7M
Employees2
Clients0
DateOct 2025
Total AUM$453.6M
Discretionary$450.8M
Non-Disc.$2.7M
Employees2
Clients0
DateMar 2025
Total AUM$453.6M
Discretionary$450.8M
Non-Disc.$2.7M
Employees2
Clients0
DateMar 2024
Total AUM$437.3M
Discretionary$434.6M
Non-Disc.$2.7M
Employees2
Clients0
DateFeb 2023
Total AUM$486.5M
Discretionary$483.7M
Non-Disc.$2.8M
Employees2
Clients0
DateFeb 2022
Total AUM$610M
Discretionary$606M
Non-Disc.$4M
Employees2
Clients0
DateAug 2021
Total AUM$631.2M
Discretionary$627.6M
Non-Disc.$3.6M
Employees2
Clients0
DateAug 2021
Total AUM$631.2M
Discretionary$627.6M
Non-Disc.$3.6M
Employees2
Clients0
DateAug 2021
Total AUM$631.2M
Discretionary$627.6M
Non-Disc.$3.6M
Employees2
Clients0
DateJul 2021
Total AUM$631.2M
Discretionary$627.6M
Non-Disc.$3.6M
Employees3
Clients0
DateMay 2021
Total AUM$631.2M
Discretionary$627.6M
Non-Disc.$3.6M
Employees3
Clients0
DateMar 2021
Total AUM$631.2M
Discretionary$627.6M
Non-Disc.$3.6M
Employees3
Clients0
DateMar 2020
Total AUM$632.2M
Discretionary$3.5M
Non-Disc.$628.8M
Employees3
Clients0
DateMar 2019
Total AUM$512.9M
Discretionary$3M
Non-Disc.$509.9M
Employees3
Clients0
DateMar 2018
Total AUM$700.6M
Discretionary$697.3M
Non-Disc.$3.3M
Employees3
Clients0
DateMar 2017
Total AUM$628M
Discretionary$625M
Non-Disc.$2.9M
Employees3
Clients26
DateMar 2016
Total AUM$713.2M
Discretionary$710.4M
Non-Disc.$2.8M
Employees3
Clients26
DateMar 2015
Total AUM$559.5M
Discretionary$556.7M
Non-Disc.$2.8M
Employees3
Clients26
DateMar 2014
Total AUM$702.1M
Discretionary$699.5M
Non-Disc.$2.5M
Employees3
Clients26
DateMar 2013
Total AUM$336.4M
Discretionary$334.6M
Non-Disc.$1.8M
Employees3
Clients26
DateMar 2012
Total AUM$263.7M
Discretionary$262.1M
Non-Disc.$1.6M
Employees1
Clients26
DateJun 2011
Total AUM$146.7M
Discretionary$145.3M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2008
Total AUM$192.3M
Discretionary$191M
Non-Disc.$1.3M
Employees5
Clients--
DateDec 2007
Total AUM$243.2M
Discretionary$242.1M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2007
Total AUM$243.2M
Discretionary$242.1M
Non-Disc.$1.1M
Employees5
Clients--
DateJan 2006
Total AUM$207.5M
Discretionary$206.6M
Non-Disc.$903.1K
Employees5
Clients--
DateMar 2004
Total AUM$200.8M
Discretionary$200M
Non-Disc.$772.2K
Employees5
Clients--
DateMar 2002
Total AUM$173.8M
Discretionary$173.1M
Non-Disc.$704.7K
Employees5
Clients--