Advisor at Cavner Social Enterprises, LLC
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Firm
Cavner Social Enterprises, LLC
Location
Austin, TX 78731
Credentials
Series 63
Industry experience
40 years
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.
Based on Cavner Social Enterprises, LLC
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
3904 Petra Path
Austin, TX 78731
Texas
Design Run Group, LLC
2019 - Present (7 years)
Cavner Social Enterprises, LLC
2014 - Present (12 years)
WCL Partners, LP
2003 - 2018 (15 years)
M. Holdings Securities, Inc.
2001 - 2018 (17 years)
Insurance Distributors International
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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