Cavner Social Enterprises, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
The firm acts primarily as a solicitor, referring individuals, high‑net‑worth clients, and other business entities to third‑party investment advisers, and it also provides standalone financial planning and consulting services. It does not manage client assets, take custody, or place trades for client accounts; ongoing account reviews and custody are handled by the third‑party advisers to which clients are referred.
Financial planning and consulting engagements are delivered as one‑time projects or on an hourly or fixed‑fee basis rather than on a percentage‑of‑assets basis, and the firm discloses conflicts that arise from its referral arrangements. The firm also provides consulting services to other registered investment advisers on philanthropic, community, and family planning topics, a service relationship that is less common among firms in this category.
Noteworthy features disclosed in the brochure include a principal’s shareholder affiliation with an insurance distribution business (Insurance Distributors International) and principal involvement in a healthcare‑focused LLC, to which the principal devotes a portion of time (disclosed as about 25%) and in which firm clients may participate. The firm operates with a single advisory representative, does not charge performance‑based fees, and does not exercise proxy‑voting authority for referred accounts.
Client services
Fee options
Fixed fees ranging from $1,000 to $25,000 per project
$100-$300 per hour
Fee-only: Hourly fees: $100-$300; Fixed fees: $1,000 - $25,000
Main office
3904 Petra Path
Austin TX 78731
Advisors at this office
1
Most active in
Texas
Also doing business as
Cavner Social Enterprises, LLC · Cavner, James
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)