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CAVALOT CAPITAL
CAVALOT CAPITAL LLC
CRD 312088
880 NORTHWOOD BLVD, STE 2B, INCLINE VILLAGE, NV, 89451, United States
Phone
720-238-0153
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.1M
Discretionary AUM
$64.1M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $31.5M |
| High net worth individuals | 19 | $32.4M |
All web addresses on file
Official SEC filing: View on IAPD