Who We Help

Our Typical Clients

Are Mid to High Income Earners

We provide the most value to families with household income above $200,00 per year

With Investable Assets

Are Mid to High Income Earners

While we don't have a stated asset minimum, average household assets are typically greater than $1,000,000

And TAx Complexity

Are Mid to High Income Earners

And TAx Complexity

They are often business owners, have equity compensation, real estate, crypto or some other situation that makes their taxes complicated

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

The best time to plant a tree was 20 years ago. The second best time is now.

Our Typical Clients

Are Mid to High Income Earners

Are Mid to High Income Earners

Are Mid to High Income Earners

With Investable Assets

Are Mid to High Income Earners

Are Mid to High Income Earners

And TAx Complexity

Are Mid to High Income Earners

And TAx Complexity