Cavalot Capital
TL;DR
Two-person comprehensive planning firm registered in Nevada, California and other states.
$64 million
Regulatory AUM
As of ADV filing 2026-06-16
265
Accounts / Clients
129 clients
0
Disclosures
Item 11 events
Nevada
Registration
State of Nevada-registered
2
Team Size
employees, 2 advisory
5 yrs
Years Registered
First registered 2021
About Cavalot Capital
Two-person comprehensive planning firm registered in Nevada, California and other states. Its site blocks automated fetches, so the office rests on its state registration.
Office: 880 Northwood Boulevard, Suite 2B, Incline Village, NV 89451.
Best for: planning-first clients who want a fee-only CFP team
Fee model and designations stated on the guide
Fee-onlyNo commissions per ADV 2ACFP named
Form ADV data
CRD312088
RegistrationState of Nevada-registered
First registration2021
Regulatory AUM$64 million
ADV filing date2026-06-16
Accounts265
Clients129 clients
Employees2
Advisory employees2
Fee modelFee-only; ADV 2A says no commissions in any form
Minimum$10,000 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP named in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 312088, as of ADV filing 2026-06-16, pulled October 10, 2026.
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