AdvisorOS Directory
Claim Profile
KC

Kathy Marie Cavaco

PERFORMA LIMITED (US), LLC·CHARLESTON, South Carolina
Unclaimed Profile
1080 MORRISON DRIVE, CHARLESTON, SC 29403CRD# 4413767Firm CRD# 154232
01

About

Kathy Marie Cavaco is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with PERFORMA LIMITED (US), LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PERFORMA LIMITED (US), LLC
PERFORMA LIMITED (US), LLC
AUM
$3.4B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PERFORMA LIMITED (US), LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4413767
Firm CRD# 154232
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kathy Marie Cavaco offer?
Kathy Marie Cavaco specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Kathy Marie Cavaco's credentials?
Kathy Marie Cavaco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Marie Cavaco located?
Kathy Marie Cavaco is based in CHARLESTON, South Carolina, working with PERFORMA LIMITED (US), LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Kathy Marie Cavaco charge for services?
Kathy Marie Cavaco'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 PERFORMA LIMITED (US), LLC?
PERFORMA LIMITED (US), LLC has approximately 16 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLESTON
Jeffrey Charles Lightcap — HEALTHCARE VENTURE PARTNERS, LLCJames Brown Jackson — JBJ INVESTMENT PARTNERS, LLCDavid Thompson Kilborn — PERFORMA LIMITED (US), LLCElizabeth Miller Lilley — HEALTHCARE VENTURE PARTNERS, LLCMiron Herbert Allen — FRONTLINE HEALTHCARE PARTNERS, LLC
Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile