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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2022
- Office Locations
- 14
Office Locations
About Cabin Advisors, LLC
CABIN ADVISORS, LLC is an investment advisory firm serving retail and institutional clients, including entrepreneurs. The team provides financial planning, tax and estate planning, insurance coordination, and portfolio construction/asset management. Portfolios lean heavily on ETFs (a majority of SMA assets) alongside cash, with options for SRI, fixed income, and alternative strategies. Custody commonly at Schwab or Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK AARON ATCHITY
Chief Compliance Officer
- CRD
- #2530342
- Ownership
- Less than 5%
WILLIAM BRIAN CANDLER
Broker, CHIEF OPERATING OFFICER
- CRD
- #2802438
- Ownership
- Less than 5%
Delta matrix
Signal momentum
- CRD
- #88527
- Ownership
- 27.1%
Showing 2 of 4 owners & executives
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BILLY JAMES AYCOCK
Founder, Owner
- CRD
- #4069907
Andrew Jonathan Charipar
--
- CRD
- #6635650
Eagle pioneer
Bridge ridge wave
- CRD
- #89969
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,186,192 | $531,851 |
| Non-Discretionary | $0 | -- |
| Total | $220,186,192 | $531,851 |
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Separately Managed Accounts
Total SMA Asset: $220,186,192
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,293,577,313 | 31.4% |
| Public Funds | $1,454,244,559 | 35.3% |
| Cash | $1,371,851,099 | 33.3% |
| Total | $4,119,672,971 | 100.0% |