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Michael Robbins Cave

Advisor at CAVE, INC. — Augusta, GA

Updated today

Credentials

ChFC®, Series 65

Experience

23 years

Location

Augusta, GA

CAVE, INC.

Independent

Total advisors

1

Clients per advisor

15 Typical

Avg AUM per client

$150,000 Very Low

HNW client ratio

0% Low

About

Michael Cave is the sole advisor at CAVE, INC. in Augusta, GA, holding the ChFC® designation and a Series 65 license with 22 years of industry experience. He has been with CAVE, INC. since 1993. He is also a licensed insurance agent and counselor, dedicating part of his time to those roles. CAVE, INC. provides financial planning and investment advisory services primarily to individual clients, including retirement accounts. The firm employs a discretionary investment strategy focused on market timing with ETFs and individual stocks, emphasizing capital conservation and incorporating insurance expertise in evaluating life insurance and annuity contracts.

Client services

Based on CAVE, INC.

Financial planning Portfolio management

Expertise

Based on CAVE, INC.

Active portfolio management

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Fee options

Percentage

1% per annum regardless of account size

Location

Augusta, GA

Augusta GA

Advisors at this office

1

Most active in

Georgia

Work history

23 years of industry experience

CAVE, INC.

1993 - Present • 33 years

Augusta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sylvester L

Series 63, Series 65

Augusta, GA

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Sylvester Larkins is the principal of Larkins & Associates Financial Services, LLC in Augusta, GA, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cetera from 2014 to 2018. Outside his advisory work, he serves as treasurer of First Shiloh Baptist Church, managing its financial transactions and consulting on financial matters. Larkins & Associates Financial Services provides personalized financial planning and investment consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive services including retirement and estate planning, tax preparation, and an ongoing advisory program, delivering advice on a primarily non-discretionary, consultative basis.

General retirement planning General tax planning Founder/Business Owner
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Victor O

Series 65

Evans, GA

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Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.

Wealth management Passive / index investing Annuities Real estate investing
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Ethan A

Series 63, Series 65

Augusta, GA

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Ethan Andrews is the sole advisor at Andrews Investment Management in Augusta, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked concurrently at Andrews Investment Management and Wackenhut Services Inc. since 2006. Outside of his advisory work, Andrews and his wife own and operate a local laundromat business. Andrews Investment Management provides discretionary, fee-based portfolio management primarily for individual clients, managing about $15 million across approximately 50 accounts. The firm emphasizes fundamental analysis and implements portfolios mainly through exchange-traded funds, while also utilizing a range of securities including mutual funds, OTC and foreign securities, corporate debt, certificates of deposit, U.S. government securities, and options.

Passive / index investing Active portfolio management Options & derivatives strategies
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Barry W

Series 63, Series 65

Martinez, GA

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Barry Wheeler is a financial advisor with InvestmentPost Advisory, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with InvestmentPost Advisory since 1999, and previously spent 17 years at WM. Burnside. Outside of his advisory role, he is a joint owner of MYHEROCARD.COM, a discount products and services membership business. InvestmentPost Advisory provides discretionary and non-discretionary investment management to individuals, trusts, pension plans, and other entities. The firm employs asset-allocation models combined with value-oriented strategies and market timing, serving a small client base with portfolios consisting of stocks, bonds, options, mutual funds, and variable insurance products.

Options & derivatives strategies Active portfolio management
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Eulon P

Series 65

Martinez, GA

Purvis Investments, Inc.

Eulon Purvis Jr. is the sole advisor at Purvis Investments, Inc., an independent firm based in Martinez, GA. Holding a Series 65 designation, he has 30 years of industry experience, including over three decades founding and managing his own firm since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, emphasizing discretionary portfolio management and a proprietary market timing system. The firm applies technical analysis and short-term trading tactics when appropriate, focusing on mutual funds and maintaining direct oversight through a small number of accounts.

Passive / index investing
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Lucien W

Series 66

Augusta, GA

Williams Wealth Management, Inc.

Lucien Williams is the sole advisor at Williams Wealth Management, Inc., an independent firm based in Augusta, GA. He holds a Series 66 credential and has 14 years of industry experience, including founding his firm in 2016. Outside of financial advising, he operates Caddie Master Enterprises at Augusta National Golf Club. Williams Wealth Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm utilizes individualized Investment Policy Statements, combines fundamental and cyclical analysis with a long-term trading orientation, and typically manages portfolios holding a majority of assets in individual equities with discretionary trading authority.

Concentrated stock management Annuities
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