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Jessica Phelps Keith

THE CAVANAUGH GROUP INC·HILTON HEAD ISLAND, South Carolina
Series 2, Series 65Clean record30 years registeredTHE CAVANAUGH GROUP INC
70 FORT WALKER DRIVE, HILTON HEAD ISLAND, SC 29928CRD# 2420995Firm CRD# 105931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Phelps Keith · HILTON HEAD ISLAND, SC
Registration
CRD #2420995 · THE CAVANAUGH GROUP INC · 30 years registered
Brand Profile
Not yet started
01

Career History

THE CAVANAUGH GROUP INC
Jan 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · January 1, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE CAVANAUGH GROUP INC
CRD 105931 · SEC 801-50257
AUM
$437M
Regulatory assets under management
Employees
2
120 client accounts
Services offered by THE CAVANAUGH GROUP INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at THE CAVANAUGH GROUP INC →
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Frequently Asked Questions

What services does Jessica Phelps Keith offer?
Jessica Phelps Keith specializes in Investment Management, Fee-Only Advisory. Contact their office in HILTON HEAD ISLAND, South Carolina for a consultation.
What are Jessica Phelps Keith's credentials?
Jessica Phelps Keith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Phelps Keith located?
Jessica Phelps Keith is based in HILTON HEAD ISLAND, South Carolina, working with THE CAVANAUGH GROUP INC. Their office serves clients in the HILTON HEAD ISLAND metropolitan area and surrounding communities.
How does Jessica Phelps Keith charge for services?
Jessica Phelps Keith'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 THE CAVANAUGH GROUP INC?
THE CAVANAUGH GROUP INC has approximately 2 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE CAVANAUGH GROUP INC

Daniel Cavanaugh Keith
HILTON HEAD ISLAND, SC

More Advisors in HILTON HEAD ISLAND, South Carolina

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HILTON HEAD CAPITAL PARTNERS, LLC·HILTON HEAD ISLAND, SC

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Research
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