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Request a Free TrialFirm Details
- Custodian
- Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-16-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 26, 2018 and November 6, 2019, reported AUM increased 237.8%, from $3.3M to $11.1M.
Across 3 reported observations, AUM increased 208.2% between December 14, 2017 and November 6, 2019, from $3.6M to $11.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 134 clients, or 33.5 clients per representative. That equates to $78.8K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 28, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
WILLIAM GORDON MCBEAN
Chief Executive Officer
- CRD
- #1901190
- Ownership
- Less than 5%
SHANE ROBERT PHILBRICK
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Finop
- CRD
- #4584693
- Ownership
- Less than 5%
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| 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
SMA allocation detail is available
Cambria Capital, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.