A complete list of active advisors currently associated with Cabin Advisors, LLC

Warmer can help you find a great advisor at Cabin Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cabin Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.