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Timothy Daniel Cavanaugh

SUMMER HILL CAPITAL PARTNERS, LLC·MASON, Ohio
Clean recordSUMMER HILL CAPITAL PARTNERS, LLC
6847 CINTAS BLVD., SUITE 120, MASON, OH 45040CRD# 4447550Firm CRD# 161621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Daniel Cavanaugh · MASON, OH
Registration
CRD #4447550 · SUMMER HILL CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Daniel Cavanaugh is a registered financial advisor based in MASON, Ohio, affiliated with SUMMER HILL CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SUMMER HILL CAPITAL PARTNERS, LLC
SUMMER HILL CAPITAL PARTNERS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SUMMER HILL CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4447550
Firm CRD# 161621
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Daniel Cavanaugh offer?
Timothy Daniel Cavanaugh specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MASON, Ohio for a consultation.
What are Timothy Daniel Cavanaugh's credentials?
Timothy Daniel Cavanaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Daniel Cavanaugh located?
Timothy Daniel Cavanaugh is based in MASON, Ohio, working with SUMMER HILL CAPITAL PARTNERS, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does Timothy Daniel Cavanaugh charge for services?
Timothy Daniel Cavanaugh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMER HILL CAPITAL PARTNERS, LLC?
SUMMER HILL CAPITAL PARTNERS, LLC has approximately 4 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMER HILL CAPITAL PARTNERS, LLC

Richard Louis Roeding
MASON, OH

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Research
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