# Caviness Wealth Management

Caviness Wealth Management is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Lubbock, TX, United States
- **Assets under management:** Undisclosed
- **Website:** cavinesswealth.com
- **LinkedIn:** https://www.linkedin.com/company/dcaviness

## Regulatory record

- **CRD number:** 172091
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172091

## About

Caviness Wealth Management provides personal financial guidance for every phase of life, including growing a career, raising a family, retirement, and legacy planning. The firm delivers clear, custom financial guidance and comprehensive financial planning and investment management aligned with clients’ goals. It prioritizes relationships, trust, and long-term commitment over scaling, and has guided individuals, couples, and families in Dallas and beyond for more than 25 years.

## Sectors

- Real Estate
- Energy Transition & Renewables
- Private Credit

## People

- David Caviness — CFP®, Founder
- Blake Thomas — Executive Assistant and Client Experience Specialist

## Questions

### Does Caviness invest outside of Texas?

While Caviness is headquartered in Lubbock and draws the majority of its client relationships from West Texas, the firm's investment remit extends across the Mountain West, Southern Plains, and select opportunities nationally. Real estate acquisitions and credit placements follow the expertise of its principals rather than strict geographic boundaries — though the firm is unlikely to pursue strategies where it lacks local operating knowledge.

## Related profiles

- [Cavanal Hill Investment Management](https://altss.com/profile/cavanal-hill-investment-management-inc)
- [CCF Advisors](https://altss.com/profile/ccf-advisors-llc)

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Last updated: 2026-08-11T15:06:20.694Z

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