Charles Denherder has been an investment adviser representative at CAVU Wealth Management since January 2019, and is not listed among the firm’s executive officers or direct owners.
Cavu Wealth Management Inc. is a Lakeside, CA firm with $209M under management, 378 clients and 7 advisers across 5 offices, as of its August 2026 filing.
Chuck DenHerder is Financial Advisor of CAVU Wealth Management. With a background in business law, accounting and finance, Chuck provides a broad range of financial consulting services to private clients. He also acts as Chief Financial Officer for DenHerder & Associates, the estate planning law firm that he co-founded in 1992.
Charles Denherder’s longest registration was 11 years at Capital Financial Consultants Group, Inc. (2009–2021). Before joining CAVU Wealth Management in 2019, Charles Denherder was registered through Independent Financial Group, LLC and Capital Financial Consultants Group, Inc.
- Cavu Wealth ManagementCurrent– present · 7 yearsLakeside, CA · Adviser representative · Firm CRD 299089
- Independent Financial Group, LLC– · under a yearPoway, CA · Adviser representative · Firm CRD 7717
- Capital Financial Consultants Group, Inc.– · 11 yearsSan Diego, CA · Adviser representative · Firm CRD 133657
- Qa3 Financial LLC– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 104957
Investment adviser representative registrations
Charles Denherder is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 4 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 August 2008 |
| Series 7 | General Securities Representative Examination | 8 July 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Benjamin Denherder
- CRD
- 5506488
- Firm
- CAVU Wealth Management · CRD 299089
- Office
- 10001 MAINE AVE, Lakeside, CA 92040
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cavuwm.com
Where does Charles Denherder work?
Charles Denherder is an investment adviser representative registered through Cavu Wealth Management Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Charles Denherder a financial advisor?
Yes. Charles Denherder has a current investment-adviser registration in California, through CAVU Wealth Management since January 2019.
How many years of experience does Charles Denherder have?
Charles Denherder has 18 years in the financial industry, since July 2008, across 4 adviser firms.
What exams has Charles Denherder passed?
Charles Denherder has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2008. FINRA credited Charles Denherder with the SIE, which began in October 2018.
Where did Charles Denherder work before CAVU Wealth Management?
Before CAVU Wealth Management, Charles Denherder was registered through Independent Financial Group, LLC, February 2011 to July 2011; Qa3 Financial LLC, August 2008 to February 2011.
Where is Charles Denherder based?
Charles Denherder’s registered office is in Lakeside, CA.
Is Charles Denherder registered with FINRA?
No. Charles Denherder has no current broker registration.
How can I verify Charles Denherder’s record?
Search CRD 5506488 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Denherder’s full registration record.
