Cavalot Capital

Cavalot Capital serves individuals, high‑net‑worth clients, families, trusts, and small businesses with integrated wealth management, discretionary investment management, financial planning, and personal and business tax return preparation. Like many firms in this category, it provides portfolio management for individual clients and generally charges percentage‑of‑AUM advisory fees, while also offering project‑based and hourly planning options.

The firm combines fundamental and tactical analysis with a long‑term, largely passive investment approach, constructing individualized investment policy statements and managing accounts on a discretionary basis. It integrates tax, estate, and business considerations into its advice — including cryptoasset guidance and facilitation of estate document preparation through a third‑party technology provider — to align investment decisions with broader planning objectives.

What is distinctive about the firm is the breadth of non‑investment services offered alongside portfolio management, including in‑house tax return preparation, business consulting arrangements (including direct business consulting fees), and trustee services provided by a firm representative. The two‑advisor firm reports roughly $64 million in discretionary AUM, applies complexity‑and‑value based fee discretion and generally requires custody at a single institutional custodian, a relationship that provides research and practice‑management benefits to the adviser.