Cavalot Capital

Cavalot Capital (CRD# 312088) is a financial advisory firm headquartered in Truckee, CA. They manage $43,917,324 in 141 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10266 Truckee Airport Rd, Ste C, Truckee, CA 96161
https://www.linkedin.com/in/damian-palfini
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $311,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, OR

Financial Advisors at Cavalot Capital
Showing 1 - 3 of 3 top financial advisors.
1
Dorothy Palfini, financial advisor Redding CA
Dorothy I. Palfini
CRD#: 1537702
448 Redcliff Dr, Ste 240, Redding, CA 96002

Dorothy Palfini (CRD# 1537702) is an Investment Advisor Representative working at Cavalot Capital in Redding, CA and has over 23 years of experience in the finance industry.

2
Theodore Palfini, financial advisor Redding CA
Theodore R. Palfini
CRD#: 1706193
448 Redcliff Dr, Ste 240, Redding, CA 96002

Theodore Palfini (CRD# 1706193) is an Investment Advisor Representative working at Cavalot Capital in Redding, CA and has over 14 years of experience in the finance industry.

3
Damian Palfini, financial advisor Truckee CA
Damian Palfini
CRD#: 5652126
10266 Truckee Airport Rd, Ste C, Truckee, CA 96161

Damian Palfini (CRD# 5652126) is an Investment Advisor Representative working at Cavalot Capital in Truckee, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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