Cambria Capital LLC

RIAState Registered
Total AUM
$10.6M
Discretionary
$10.6M
100% of AUM
Avg account
$78.8K
Accounts
134
Employees
5
Advisory reps
3

Firm details

Headquarters
Salt Lake City , Utah
CRD number
133760
Registered since
December 13, 2005
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM
Client types
  • Individuals91.56%
  • Pension & Profit Sharing Plans8.44%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cambria Capital LLC is organized as an LLC and operates as an investment bank that serves both individual & family and institutional clients. The firm acts as a capital allocator and provides advisory services that include portfolio management for individuals/small businesses and for businesses or institutions, plus the selection of other advisers. In addition to advisory work, Cambria Capital operates broker-dealer and insurance broker activities, and it charges clients on a percentage-of-assets-under-management fee schedule. The firm does not position itself as an ESG investor and does not advertise multi-state advisory reach.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Shane Philbrick

    Shane Philbrick

    Chief Compliance OfficerCRD 4584693

  • William Mcbean

    CEOCRD 1901190

Contacts

1 of 1
  • Joel Vanderhoof

    Joel Vanderhoof

    PresidentCRD 4152196

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
488 E Winchester St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth