Cabin Advisors, LLC logo

Cabin Advisors, LLC

Updated today

Client AUM

$179,946,531

Clients

368

Advisors

16

across 13 offices

About

Cabin Advisors serves individual and high‑net‑worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management (discretionary and non‑discretionary), unified managed accounts, sub‑advisory/TAMP services, and monitoring/management of variable annuities and plan participant solutions, typically with account minimums starting around $25,000.

Representatives act as portfolio managers under Rep‑as‑Manager and Unified Managed Account programs and may implement model portfolios developed in‑house or by third‑party managers via a Tactive platform relationship. Investment approach includes fundamental, technical, cyclical, and asset‑allocation analysis, and the firm conducts due diligence on illiquid alternative investments (including private placements) and may receive flat due‑diligence fees from issuers for that work.

Distinctive features include that some representatives are dually registered as broker‑dealers (including with Cabin Securities, Inc. and another broker‑dealer) and some are licensed insurance agents who may receive commissions for insurance sales, arrangements that the brochure identifies as potential conflicts of interest. The firm also discloses a 2016 consent to sanctions involving a supervisory principal—resulting in a 10‑day suspension and a $2,500 fine related to inadequate due diligence on a private placement—and maintains platform arrangements with custodians and Tactive/Fidelity/Schwab/Goldman that provide research and services which can create economic benefits to the firm.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

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Fee options

Fixed

Financial planning flat fees typically range from $10,000 to $50,000, negotiable

Percentage

Negotiable up to 2% annually, typically lower as account size increases

Commissions

Some Representatives are dually registered and may receive commissions on insurance and securities transactions separately from advisory fees

Project-based

Financial planning hourly rates typically between $200 and $400 per hour, negotiable

Other

Account minimum: $25,000 Minimum fee: Monthly administrative fee typically $7.25 or quarterly fee $21.75, negotiable and may be waived Fee-only: Advisory fees only; no commissions charged by Cabin Advisors for asset management services

Main office

See office

6240 W. 135th Street, Suite 214

Overland Park KS 66223

Advisors at this office

3

Most active in

Alaska · Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maryland · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Oregon · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark A

Series 63, Series 65

Overland Park, KS

Cabin Advisors, LLC

Mark Atchity is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with Kingsmont Capital, Inc. since 2026 and has been involved with Cabin Advisors and affiliated entities such as Cabin Securities and JCC Capital Markets for over a decade. Atchity also serves as CEO of JCC Capital Markets, focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and monitoring of variable annuities, utilizing a multi-faceted investment approach that includes fundamental, technical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Andrew C

Series 63, Series 65

North Liberty, IA

Cabin Advisors, LLC

Andrew Charipar is a financial advisor at Cabin Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabin Advisors since 2025, previously affiliated with Cabin Securities, Inc., Modern Equity Services LLC, and Tryon Investments, LLC. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning and portfolio management using a combination of fundamental, technical, and asset-allocation analysis, managing approximately $220.2 million across 368 client relationships.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Christopher P

PFS™, Series 63, Series 66

Franklin, TN

Cabin Advisors, LLC

Christopher Picciurro is a financial advisor with Cabin Advisors, LLC, holding the PFS™ designation and over 20 years of industry experience. He has worked with multiple firms, including Integrated Financial Group and Center Street Advisors, and is the founder of Teaching Tax Flow LLC, an educational platform focused on tax planning. His other roles include managing partner of Integrated Financial Group and involvement in practice management and consulting through Semper Cresente LLC. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $220.2 million across 368 client relationships and offers financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity management through a team of 14 advisors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Kyle K

Series 63, Series 65

San Diego, CA

Cabin Advisors, LLC

Kyle Klinger is a financial advisor with Cabin Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Copley Financial Group, Inc. and Allen Mooney and Barnes Investment Advisors LLC. Outside of advisory work, he is involved in residential mortgage loan originations as an independent contractor. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a diverse investment approach that includes due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Christopher W

Series 63, Series 65

Grapevine, TX

Cabin Advisors, LLC

Christopher Wood is a financial advisor with Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Cabin Advisors, he worked at Arete Wealth Management and has a background at Medtronic and Alcon. He is also a partner at Arno Wealth, LLC, providing investment-related tax and financial planning services. Cabin Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm manages over $220 million across more than 360 client relationships, offering financial planning, portfolio management, unified managed accounts, and sub-advisory services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Colleen G

Series 63, Series 66

Overland Park, KS

Cabin Advisors, LLC

Colleen Graff is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She also serves as a registered principal at JCC Capital Markets LLC and Cabin Securities Inc., focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors manages approximately $220 million across a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing fundamental and technical analysis alongside due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Logan C

Series 66

Colleyville, TX

Cabin Advisors, LLC

Logan Cox is a financial advisor at Cabin Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Advisor LLC and Park Avenue Securities. Outside of his advisory work, Cox is a partner in Eric and Logans Sports Card Adventure LLP, a business involved in buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and unified managed accounts using a range of investment analyses and due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

William C

Series 63, Series 65

Overland Park, KS

Cabin Advisors, LLC

William Candler is a financial advisor with Cabin Advisors, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kingsmont Capital, Inc., Valley Pointe, LLC, and Cabin Securities Inc. Outside of finance, he is a partner in Ozark Kri-Kri, LLC, an animal breeding business on a family farm. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning and portfolio management through discretionary and non-discretionary accounts, utilizing a range of analytical approaches and due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Walter N

Series 63, Series 66

Rockwall, TX

Cabin Advisors, LLC

Walter Nelson is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Kingsmont Capital, Inc., Arete Wealth Advisors, and Guardian Life Insurance Company. Outside of his advisory work, Nelson is involved in motivational speaking and corporate coaching through a business he partially owns and serves on the board of a nonprofit supporting Fort Worth police officers. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning and portfolio management services, employing both discretionary and non-discretionary strategies with an investment approach that includes fundamental, technical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Robert V

Series 63, Series 65

Mayflower, UT

Cabin Advisors, LLC

Robert Vonderharr is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Great Point Advisors, OSAIC, Independent Financial Group, and nearly two decades at Vonderharr Wagner Associates. Outside of financial advising, he owns a CPA practice focused on income tax preparation and manages a homeowners association near Shelby, North Carolina. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, employing a range of investment analyses and conducting due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Aaron G

Series 66

Laguna Niguel, CA

Cabin Advisors, LLC

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Sterling L

Series 63, Series 65

Pasadena, CA

Cabin Advisors, LLC

Sterling Louviere is a financial advisor at Cabin Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of advising, he is president of Financial Architects, Inc., a firm providing consulting on tax and retirement planning strategies, and serves on the board of directors for Altadena Rotary Charities. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, and sub-advisory services using fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Lee G

South Pasadena, CA

Cabin Advisors, LLC

Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Lawrence S

Series 63, Series 65

Pasadena, CA

Cabin Advisors, LLC

Lawrence Steinberg Jr. is a financial advisor at Cabin Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Claraphi Advisory Network, Nfsg Corporation, and Berthel, Fisher & Company Financial Services. Outside of advisory, he is a minority owner of a professional sports agency and a law firm focused on tax and estate planning, and he is involved in a cigar lounge business in Hollywood. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, sub-advisory services, and retirement plan solutions using a variety of investment analysis techniques and third-party model portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

James S

Series 66

Mesquite, TX

Cabin Advisors, LLC

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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