Cabana Asset Management

RIASEC RegisteredEst. 2016
Total AUM
$472M
Discretionary
$472M
100% of AUM
Avg account
$157M
Accounts
3
Employees
6
Advisory reps
4

Firm details

Headquarters
Fayetteville, Arkansas
CRD number
151418
Registered since
September 30, 2016
Website
thecabanagroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies52.5%
  • Pooled Investment Vehicles47.5%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Cabana Asset Management is an SEC-registered institutional RIA organized as an LLC and operating since 2016. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activities include portfolio management for investment companies and pooled investment vehicles, plus pension consulting services. The database flags the firm as not actively investing with an explicit ESG orientation. Cabana maintains industry relationships that include other investment advisers, a law firm and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Michelle Alsobrook

    Michelle Alsobrook

    Vice President of Client ServicesCRD 4844599

  • George Mason

    George Mason

    Partner and Wealth AdvisorCRD 5449388

  • Louis Shaff

    Louis Shaff

    Partner and Wealth AdvisorCRD 5449638

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$28.5M in ETFs

Passive

96%

$27.4M

Active

0%

$1.1M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV)State StreetPassiveHealth$2.5M15,4518.62%
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Location

Primary office

Fayetteville, AR

Washington

Location

Fayetteville, AR

Headquartered in Fayetteville, AR, in the South of the United States.

Region
South
County
Washington
Address
220 S School Ave
Time zone
CT (UTC-6)
Office locations

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