RIA Intel›Advisers›Massachusetts›CAVACCO, ALFRED, LEO

CAVACCO, ALFRED, LEO

Advisory

PLYMOUTH, MA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in MA

#1,062

of 1,590 advisers by AUM

Average account

$907K

across 85 accounts

AUM per adviser

$77M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

85 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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