Cabana LLC is a large advisory firm based in Fayetteville. It manages $872.84 million of regulatory assets for 9,743 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 33 other states.
Cabana provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cabana LLC is $872.84 million. The firm's AUM has grown by 2875% since the beginning of its operation, and $67.39 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cabana LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Cabana is individuals with 6,692 clients and $677.45 million of assets under management. Among the 10 most similar advisory firms, Cabana has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $872.84 million for 6,789 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cabana doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 76 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cabana LLC performs its advisory services is located at 220 S. School Ave., Fayetteville, AR 72701, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 479-442-6464 or by fax 479-442-6465. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at cabanaportfolio.com and its LinkedIn profile.