CABANA ASSET MANAGEMENT
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
FINTRXOverview
Cabana Asset Management is an SEC-registered investment adviser (since 2016) that serves institutional clients and charges fees as a percentage of assets under management. The firm provides portfolio management for investment companies and pooled investment vehicles and also offers pension consulting services. Ownership is a domestic entity/individual structure. Cabana reports no emphasis on ESG investing and is not identified as a capital allocator in the data provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4GEORGE MASON
Partner and Wealth AdvisorCRD 5449388
LOUIS SHAFF
Partner and Wealth AdvisorCRD 5449638
MICHELLE ALSOBROOK
Vice President of Client ServicesCRD 4844599
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$27.2M in ETFs
96%
$26.2M
0%
$980K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $2.3M | 15,697 | 8.46% |
Location
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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