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Pablo Cavanagh

LVR RESEARCH
Delray Beach, FL 33483
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CRD#: 6445920
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Professional summary


Pablo Cavanagh is a registered financial advisor currently at LVR RESEARCH, LLC located in Delray Beach, Florida and KEATING INVESTMENT COUNSELORS INC located in Delray Beach, Florida.

Pablo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Pablo has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
LVR Research LLC, Investment Related, 101 SE 6th Avenue Suite A Delray Beach Florida 33483; State Registered Investment Adviser, Owner, and Adviser, 2015. 120 hours a month dedicated to LVR Research, 6 hours devoted during the trading day, Providing portfolio Management, Portfolio Consulting Services and Financial Planning Services. Keating Investment Counselors, Investment Related 101 SE 6th Avenue Suite A Delray Beach Florida 33483; SEC Registered Investment Advisers, Portfolio Manager, November 2023, 40 hours a month, 2 hours devoted during the trading day. Providing Portfolio Management services and co-management of the Keating Active ETF.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Pablo Cavanagh'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

July 9, 2015 - Present

LVR RESEARCH, LLC

Office #1: 101 Se 6th Ave Suite A, Delray Beach, FL 33483
RIA
CRD#: 174438
Delray Beach, FL
Current

November 27, 2023 - Present

KEATING INVESTMENT COUNSELORS INC

Office #1: 101 Se 6th Ave Suite A, Delray Beach, FL 33483
RIA
CRD#: 110134
Delray Beach, FL

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".
KI
KEATING INVESTMENT COUNSELORS INC
KEATING INVESTMENT COUNSELORS INC

CRD#: 110134 / SEC#: 801-19820

RIA
Registered Investment Advisory firm - (9/19/1983 Approved)

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
Florida
(7/9/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/27/2015
Uniform Investment Adviser Law Examination

Current Firm


KI
KEATING INVESTMENT COUNSELORS INC
KEATING INVESTMENT COUNSELORS INC

CRD#: 110134 / SEC#: 801-19820

RIA
Registered Investment Advisory firm - (9/19/1983 Approved)
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Contact information


Main Address
101 Se 6th Ave Suite A, Delray Beach, FL 33483
Mailing Address
Phone number
(561) 278-7862
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/20/2025)

Regulatory assets under management


Total Number of Accounts369
AUM (Assets Under Management)$ 343,463,477

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
12/19/2024
10/26/2023
01/23/2023

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.

Company Information


KEATING INVESTMENT COUNSELORS INC

CRD#: 110134Delray Beach, FL 33483

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