Cabin Advisors, LLC

RIASEC Registered
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$532K
Accounts
414
Employees
15
Advisory reps
16

Firm details

Headquarters
Overland Park, Kansas
CRD number
312547
Registered since
May 29, 2025
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 40%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents40%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth