Cavanaugh Capital Management Inc (Baltimore)

Name: Cavanaugh Capital Management Inc
Address: 901 South Bond Street, Baltimore, MD, 21231
Telephone: 410-537-5400

Cavanaugh Capital Management Inc is a large advisory firm based in Baltimore. It manages $1.22 billion of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Florida, Maryland, Nevada, and New Jersey.

Cavanaugh Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cavanaugh Capital Management: assets under management

The assets under management (AUM) of Cavanaugh Capital Management Inc is $1.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.71 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cavanaugh Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cavanaugh Capital Management Inc

James Terrence Cavanaugh has been acting as President since 1 Sep 1990. David Michael Churchill joined the executive team most recently as the Treasurer & Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Terrence Cavanaugh	Ceo/chairman	1 Sep 1990	75% - 100%	43554
James Michael Dugan	President, director	1 Jan 1992	25% - 50%	4351550
John Francis Cavanaugh	Managing director	1 May 2002	Other	1740523
Jonathan Eisner Trustee 2003 Cavanaugh Family Trust	Trustee	1 Jan 2003	Other	xxx-xx-xxxx
Jonathan Eisner	Trustee	1 Jan 2003	Other	4768539
Megan Sullivan Brune	Chief compliance officer	1 Sep 2004	Other	4351555
Megan Sullivan Brune	Principal	1 Aug 2006	Other	4351555
Thomas Douglas Davis Graff	Managing director	1 Aug 2006	Other	4351710
Jack Cavanaugh 2008 Family Trust	Owner	1 Jan 2008	25% - 50%	xxx-xx-xxxx
Jonathan Eisner	Trustee	1 Jan 2008	25% - 50%	4768539
Douglas Ward Hinton	Managing director	1 Jul 2008	Other	737180
David Michael Churchill	Treasurer & chief financial officer	1 Jul 2010	Other	2094155
Michael D Hankin	Chief executive officer	1 Jul 2010	Other	2339625
Brett David Rogers	Chief compliance officer	1 Jul 2010	Other	4641164
Brown Advisory Holdings Incorporated	Sole shareholder & managing member	1 Jul 2010	75% - 100%	52-2112409

Based in Baltimore

The principal office where Cavanaugh Capital Management Inc performs its advisory services is located at 901 South Bond Street, Baltimore, MD 21231, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-537-5400 or by fax 410-537-6371. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cavcap.com.