Cavan Capital Management LLC

Cavan Capital Management LLC provides discretionary portfolio management services primarily to high‑net‑worth individuals, managing roughly $14.7 million across a small client roster of about 15 accounts with a two‑advisor team. The firm concentrates on equity portfolios and related instruments (including exchange‑traded funds) and offers tailored investment guidance with ongoing monitoring and rebalancing.

The firm’s investment process relies largely on fundamental analysis and a mix of long‑ and short‑term equity strategies, and it integrates options strategies—such as covered calls and spread positions—into client portfolios. Uncommonly for similarly sized supported firms, Cavan permits the use of derivatives and allows borrowing (margin) within separately managed accounts, and it manages client accounts on a discretionary basis subject to any client‑imposed restrictions.

Cavan’s principals bring decades of large‑cap growth experience, including prior responsibility for multi‑billion‑dollar strategies at a major asset manager, which informs its active equity and options approach despite modest firm assets. Operationally notable features include a small, high‑touch client base, reliance on a single recommended custodian, and a recent change in regulatory registration from the SEC to state supervision.