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 institutional RIA organized as an LLC and operating since 2016. The firm serves institutional clients on a percentage-of-AUM fee basis and positions itself as a portfolio manager for investment companies and pooled investment vehicles, with additional pension consulting capabilities. The business does not identify as an active ESG investor and is not listed as a capital allocator; its client mix and service set point to manager duties for institutions and collective investment structures rather than retail advisory work.
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 4
Michelle Alsobrook
Vice President of Client ServicesCRD 4844599
George Mason
Partner and Wealth AdvisorCRD 5449388
Louis Shaff
Partner and Wealth AdvisorCRD 5449638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$28.5M in ETFs
96%
$27.4M
0%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $2.5M | 15,451 | 8.62% |
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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