Cavanaugh Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cavanaugh Wealth Management LLC is an independent, state-registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates and businesses. The firm provides discretionary investment management as part of broader wealth management, as well as stand‑alone financial planning and retirement‑account advice.
Portfolios are typically constructed using low‑cost mutual funds and ETFs but may include individual stocks, bonds, options contracts and structured products when appropriate; the firm generally takes a long‑term approach while trading short‑term as needed for rebalancing or client cash needs. Investment decisions are informed by fundamental, technical and cyclical analysis, and accounts are usually managed on a discretionary fiduciary basis.
Noteworthy aspects include that the firm was formed in late 2025 and operates as a solo practice managing roughly $16.4 million, with the principal bringing experience from several large broker‑dealers and an institutional relationship with Charles Schwab for custody and platform services. The principal is also a licensed insurance professional who earns commissions from insurance sales (about 10% of their time), and the firm’s documented use of options and structured products alongside fee‑based advisory services and lower‑cost stand‑alone planning engagements is less typical for similarly sized independent advisors.
Client services
Expertise
Fee options
Fixed fees range up to $2,000 for stand-alone financial planning engagements.
$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 stand-alone financial planning services.
Fee-only: Hourly fees are $300 per hour; Fixed fees range up to $2,000; Fees may be negotiable based on complexity.
Main office
Baton Rouge LA
Advisors at this office
1
Most active in
Louisiana · Mississippi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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