firm profile
Cabin Advisors, LLC
Overview
Cabin Advisors, LLC is an SEC registered investment adviser based in Overland Park, KS, registered since 2022. It reports $22M in assets under management across 414 accounts, with 15 employees. It has 16 investment adviser representatives.
- Reported AUM
- $22M
- Discretionary
- 100%
- Accounts
- 414
- Average account
- $532K
- Employees
- 15
- Advisory reps
- 16
- Registered since
- 2022
- Jurisdictions
- 36
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- William Brian Candler Managing Partner, President CRD 2802438
- Mark Aaron Atchity Managing Partner, Chief Compliance Officer CRD 2530342
- Lawrence Sheldon Steinberg Chief Investment Officer CRD 2349876
1 more executive officer, with direct contact details
Advisory reps 3 of 16
- Mark Aaron Atchity Registered Rep · Investment Adviser Rep CRD 2530342
- Billy James Aycock Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4069907
- William Brian Candler Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2802438
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 6240 W 135th St Ste 214
Overland Park, KS 66223 - County
- Johnson
- Metro area
- Kansas City, MO-KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 36 jurisdictions
- Website: financialarchitects.com
Every state, with registration dates
Similar firms near Overland Park
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