Cabin Advisors, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 312547
- Registered since
- May 29, 2025
- Website
- www.financialarchitects.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI42.91%
- Individuals38.81%
- Corporations / Businesses17.2%
- Pension & Profit Sharing Plans1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cabin Advisors, LLC is an independent Registered Investment Adviser organized as an LLC. The firm is registered with the SEC (registration year 2025) and describes itself as both an advisory business and a capital allocator that serves individual and family clients as well as institutional accounts. Its advisory remit includes financial planning, portfolio management for individuals and small businesses as well as for institutional clients, pension consulting services, and the selection of other advisers. In addition to advisory work, Cabin Advisors operates broker-dealer and insurance brokerage activities alongside its advisory practice. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements, reflecting flexibility for different client engagements. Cabin identifies capital allocation to third‑party managers as part of its model and specifies it is not 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
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6240 W 135th St
- Time zone
- CT (UTC-6)
- Office locations
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