Patrick Cavanaugh
Cavanaugh Wealth Management · Baton Rouge, Louisiana
Patrick Cavanaugh is a fee-only financial advisor at Cavanaugh Wealth Management in Baton Rouge, Louisiana. Cavanaugh Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cavanaugh Wealth Management |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.4M across 99 accounts |
| SEC registration | Investment adviser representative in LA, MS · CRD 6348855 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Patrick's firm compares
- Cavanaugh Wealth Management's average account is about $166,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Patrick
Is Patrick Cavanaugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Cavanaugh Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Cavanaugh Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Cavanaugh based?
Patrick Cavanaugh is based in Baton Rouge, Louisiana.
Is Patrick Cavanaugh registered with the SEC?
Yes. Patrick Cavanaugh is registered as an investment adviser representative in LA and MS (CRD 6348855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cavanaugh Wealth Management manage?
Cavanaugh Wealth Management reports $16.4M across 99 accounts in assets under management.
How do I contact Patrick Cavanaugh?
Contact details aren't on file yet. Search for Cavanaugh Wealth Management.
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
- 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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