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 institutional registered investment adviser organized as an LLC and SEC-registered in 2016. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory services emphasize portfolio management for investment companies and pooled investment vehicles and include pension consulting services. The firm reports relationships with other investment advisers, a law firm and an insurance company, and does not identify as an active ESG investor.
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
George 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 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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