$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
5 Employees
134 ADV. Clients
21 yrs Firm Age
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- Custodian
- Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-16-2005
- Office Locations
- 1
Office Locations
488 E. Winchester Street Suite 200 Salt Lake City UT
About Cambria Capital, LLC
Cambria Capital, LLC is a Salt Lake City-based RIA. The firm has been operating for 21 years. Managing $10.6M in total assets under management, with 4 advisory representatives. They custody assets with Folio Investments.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$78.8K AVG AUM / CLIENT
12.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
WILLIAM GORDON MCBEAN
Chief Executive Officer
- CRD
- #1901190
- Ownership
- Less than 5%
Available
Available
Available
S
SHANE ROBERT PHILBRICK
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Finop
- CRD
- #4584693
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,552,928 | $70,218 |
| Non-Discretionary | $0 | -- |
| Total | $10,552,928 | $70,218 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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