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President · The Cavanaugh Group Inc

Daniel C. Keith

CRD 1348403 · Named on Form ADV at one SEC-registered adviser

At a glance

The Cavanaugh Group Inc, an SEC-registered wealth manager based in Kiawah Island, SC with $486 million in regulatory assets, lists Daniel C. Keith on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jessica P. KeithVice President/chief Compliance Officer, The Cavanaugh Group Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.