C
Cavner Social Enterprises, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
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
Financial planning
Solicitor arrangement & consulting services
Solicitor arrangement & consulting 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 location
Cavner Social Enterprises, LLC
3904 Petra Path
Austin TX 78731, United States
Number of offices
1
Most active in
Cavner Social Enterprises, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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