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Hilary Sylvester Disher

Investment adviser representative at Cavu Wealth Advisors, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$171.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Cavu Wealth Advisors, LLCOct 2014 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 3 states (CA, TX, VA).

Cavu Wealth Advisors, LLC

$171.6MAssets managed
81Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6168184
Firm CRD
340677
Advisor's SEC record (opens in a new tab)
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