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James C

Series 63

Austin, TX

Cavner Social Enterprises, LLC

James Cavner is the principal of Cavner Social Enterprises, LLC, an investment management firm based in Austin, TX. He holds a Series 63 designation and has 40 years of industry experience. Prior to founding Cavner Social Enterprises in 2014, he worked at WCL Partners, LP and M. Holdings Securities, Inc. Cavner is also Chief Mission Officer of Design Run Group, LLC, a healthcare innovation company focused on vulnerable communities, and serves on the board of Austin Together, a nonprofit fostering collaboration among Central Texas organizations. Cavner Social Enterprises primarily refers clients to third-party investment advisers and provides financial planning and consulting services, including philanthropic and community planning. The firm does not manage client assets directly and offers consulting services to other registered investment advisers as well as individual clients.

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