Cabin Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Financial planning flat fees typically range from $10,000 to $50,000, negotiable
Negotiable up to 2% annually, typically lower as account size increases
Some Representatives are dually registered and may receive commissions on insurance and securities transactions separately from advisory fees
Financial planning hourly rates typically between $200 and $400 per hour, negotiable
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 office6240 W. 135th Street, Suite 214
Overland Park KS 66223
Advisors at this office
3
Offices (13)
Overland Park, KS
6240 W. 135th Street Suite 214, Overland Park, KS 66223
3 advisors
Pasadena, CA S Los Robles Ave
260 S Los Robles Ave Ste 217, Pasadena, CA 91101
2 advisors
Colleyville, TX
Colleyville, TX
1 advisor
Franklin, TN
Franklin, TN
1 advisor
Grapevine, TX
Grapevine, TX
1 advisor
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)