CABIN ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$532K
Accounts
414
Employees
15
Advisory reps
15

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 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

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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

2 of 2
  • LAWRENCE STEINBERG

    Chief Investment OfficerCRD 2349876

  • MARK ATCHITY

    CEO and PresidentCRD 2530342

Contacts

3 of 13
  • James Sarandis

    Investment Advisor Representative and Registered RepresentativeCRD 6653637

  • COLLEEN GRAFF

    VP, OperationsCRD 2859156

  • Lee Goss

    PresidentCRD 6731534

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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