Overview
Assets Under Management: $614 million
Headquarters: FAYETTEVILLE, AR
High-Net-Worth Clients: 24
Average Client Assets: $2.7 million
Frequently Asked Questions
CABANA ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151418), CABANA ASSET MANAGEMENT is subject to fiduciary duty under federal law.
CABANA ASSET MANAGEMENT is headquartered in FAYETTEVILLE, AR.
CABANA ASSET MANAGEMENT serves 24 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, CABANA ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CABANA ASSET MANAGEMENT manages $614 million in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, CABANA ASSET MANAGEMENT serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.70%
Average Client Assets: $2.7 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 151418
Filing ID: 1986751
Last Filing Date: 2025-05-01 18:33:00