Cambria Capital LLC
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
FINTRXOverview
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
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 Equities100%
Owners & executives
2 of 2
Shane Philbrick
Chief Compliance OfficerCRD 4584693
William Mcbean
CEOCRD 1901190
Contacts
1 of 1
Joel Vanderhoof
PresidentCRD 4152196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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