Institutional
    SEC Registered

    Cabana Asset Management

    Registered investment advisor · Fayetteville, Arkansas · CRD #151418

    Assets Under Management
    $472M
    Client Accounts
    3
    Employees
    6
    CRD Number
    151418
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cabana Asset Management

    Cabana Asset Management is a registered investment advisory firm offering traditional financial services, legal counsel, retirement solutions, and wealth management to individuals, small businesses, and institutions. With around 15 advisors managing approximately $577 million in discretionary assets, it provides comprehensive investment management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cabana Asset Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cabana Asset Management's AUM?

    Cabana Asset Management reports approximately $472M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cabana Asset Management headquartered?

    Cabana Asset Management is headquartered in Fayetteville, Arkansas.

    What is Cabana Asset Management's CRD number?

    Cabana Asset Management's CRD number is 151418. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cabana Asset Management manage?

    Cabana Asset Management manages approximately 3 client accounts according to its latest SEC filing.

    Is Cabana Asset Management SEC registered?

    Yes, Cabana Asset Management is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Arkansas

    Stephens
    Little Rock, AR · $18B AUM
    Stephens Investment Management Group, LLC
    Little Rock, AR · $7.9B AUM
    Sowell Management
    North Little Rock, AR · $4.8B AUM
    Arvest Wealth Management
    Lowell, AR · $3.4B AUM
    36 North Capital Management, LLC
    Bentonville, AR · $2.7B AUM
    Greenwood Gearhart, LLC
    Fayetteville, AR · $2B AUM
    See all top RIA firms in Arkansas →

    Research firms like Cabana Asset Management at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial