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 operates as a capital allocator for both individual and institutional clients, combining advisory services with broker-dealer and insurance broker capabilities. The firm focuses its discretionary portfolio management on equity-heavy allocations, using exchange-traded equities as the primary building blocks of client portfolios while supplementing equity exposure with third-party alternative managers. Service lines include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers — indicating a mix of direct management and outsourced manager relationships. Fee arrangements are flexible: percentage of AUM, hourly charges, and fixed fees are all available. Cabin Advisors does not position itself 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
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Owners & executives
2 of 2LAWRENCE STEINBERG
Chief Investment OfficerCRD 2349876
MARK ATCHITY
CEO and PresidentCRD 2530342
Contacts
3 of 13James Sarandis
Investment Advisor Representative and Registered RepresentativeCRD 6653637
COLLEEN GRAFF
VP, OperationsCRD 2859156
Lee Goss
PresidentCRD 6731534
Wealth 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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