Cabana Asset Management
Answer a few questions and
get matched with an advisor.
Learn more about Cabana Asset Management
Overview
Cabana Asset Management operates as a financial advisory firm headquartered in Fayetteville, Arkansas. It handles $1.5 billion in total assets over 722 client accounts, making it one of the biggest firms in the country by assets under management (AUM). Cabana Asset Management has a small team, including 20 financial advisors. Cabana Asset Management is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, stocks and options.
Cabana Asset Management manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without needing the client's authorization. Cabana Asset Management's typical account size is $2.0 million. The typical financial advisor at Cabana Asset Management manages about 36 client accounts, making it about average in terms of personalization.
The company's headquarters is at 220 S. School Ave., Fayetteville, Arkansas 72701. The firm is allowed to provide services to investors throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cabana Asset Management by the Numbers
$1.5 billion
22
722
$2.0 million
Products and Services
Cabana Asset Management provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. In the last fiscal year, the company provided 1-10 of its customers with financial planning services. The firm is not involved in selling products or offering services aside from investment advice to its investment advisory customers. The company is affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm, lawyer or law firm and insurance company or agency.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on which service is offered. However, fees charged by the company can include any blend of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Cabana Asset Management manages money for a number of different clients. The firm provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, other investment advisers and other. Out of its 722 customers, Cabana Asset Management's largest client type is retail investors, but it also serves 33 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 8.48%
- Other Individuals - 88.95%
- Corporations - 2.57%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Cabana Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.