Cambria Capital LLC

RIASEC RegisteredEst. 2005

Total AUM

$10.6M

Discretionary

$10.6M

100% of AUM

Avg account

$78.8K

Accounts

134

Employees

Advisory reps

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

FINTRX

Overview

Cambria Capital LLC operates as a limited liability company and is registered with the SEC since 2005. The firm functions as both an investment bank and a capital allocator, serving a diverse client base that includes individuals, families, and institutional investors. Cambria Capital offers a range of services, including portfolio management for individuals and small businesses, as well as for larger institutions. The firm charges fees based on a percentage of assets under management. While Cambria Capital is not an active ESG investor, it engages in various business activities, including broker-dealer services and insurance brokerage.