Charles B. Denherder

CAVU WEALTH MANAGEMENT

Lakeside, CA 92040

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CRD#: 5506488

Professional summary

Charles Benjamin Denherder is a registered financial advisor currently at CAVU WEALTH MANAGEMENT located in Lakeside, California.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Charles has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Benjamin Denherder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2019 - Present

CAVU WEALTH MANAGEMENT

Office #1: 10001 Maine Ave, Lakeside, CA 92040

RIA

CRD#: 299089

Lakeside, CA

Past

February 25, 2011 - July 18, 2011

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

POWAY, CA

Past

February 24, 2011 - December 31, 2017

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

POWAY, CA

Past

November 2, 2009 - March 8, 2021

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

RIA

CRD#: 133657

San Diego, CA

Past

August 29, 2008 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

SAN DIEGO, CA

Past

July 9, 2008 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAVU WEALTH MANAGEMENT

CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.

CRD#: 299089 / SEC#: 801-129732

RIA

Registered Investment Advisory firm - (3/22/2024 Approved)

Arizona

Registered Investment Advisory firm - (4/16/2024 Terminated)

California

Registered Investment Advisory firm - (5/16/2024 Terminated)

Idaho

Registered Investment Advisory firm - (4/16/2024 Terminated)

Montana

Registered Investment Advisory firm - (4/29/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/16/2024 Terminated)

Washington

Registered Investment Advisory firm - (5/16/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/4/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/20/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2008

General Securities Representative Examination

Current Firm

CAVU WEALTH MANAGEMENT

CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.

CRD#: 299089 / SEC#: 801-129732

RIA

Registered Investment Advisory firm - (3/22/2024 Approved)

Arizona

Registered Investment Advisory firm - (4/16/2024 Terminated)

California

Registered Investment Advisory firm - (5/16/2024 Terminated)

Idaho

Registered Investment Advisory firm - (4/16/2024 Terminated)

Montana

Registered Investment Advisory firm - (4/29/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/16/2024 Terminated)

Washington

Registered Investment Advisory firm - (5/16/2024 Terminated)

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Contact information

Main Address

10001 Maine Ave, Lakeside, CA 92040

Mailing Address

Phone number

(858) 360-7800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAVU WEALTH MANAGEMENT BROCHURE (12/12/2025)

Regulatory assets under management

Total Number of Accounts	859
AUM (Assets Under Management)	$ 174,988,843

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles B. Denherder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Benjamin Denherder's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

Primary Firm SEC Registration

CAVU WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2008

SIE

Date: 12/31/2017

Series 7

Date: 7/8/2008

Current Firm

CAVU WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAVU WEALTH MANAGEMENT

TRUST BUT VERIFY

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