Damian Palfini
Cavalot Capital · Incline Village, Nevada
Damian Palfini is a fee-only financial advisor at Cavalot Capital in Incline Village, Nevada, who holds the CFP credential. Damian focuses on retirement planning, tax planning and small business owners. Cavalot Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Cavalot Capital |
|---|---|
| Based in | Incline Village, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $64.1M across 265 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, NV, OR · CRD 5652126 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cavalotcapital.com |
| Profile |
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Questions about Damian
Is Damian Palfini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Damian holds no broker registration, and Cavalot Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Damian charge for financial advice?
Damian's firm, Cavalot Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Damian work with clients virtually?
Yes. Cavalot Capital says on its website that it works with clients remotely.
Where is Damian Palfini based?
Damian Palfini is based in Incline Village, Nevada.
What does Damian specialize in?
Damian's specialties include retirement planning, tax planning, small business owners and founders (pre-exit). Damian works with retirees, pre-retirees and founders.
What credentials does Damian Palfini hold?
Damian Palfini holds the CFP credential.
Is Damian Palfini registered with the SEC?
Yes. Damian Palfini is registered as an investment adviser representative in CA, LA, NV and OR (CRD 5652126), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cavalot Capital manage?
Cavalot Capital reports $64.1M across 265 accounts in assets under management.
How do I contact Damian Palfini?
Through Damian's website, www.cavalotcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cavalot Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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