Pasadena, CA S Los Robles Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cabin Advisors, LLC
Team
Firm-wide stats for Cabin Advisors, LLC
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.
Based on Cabin Advisors, LLC
Expertise
Based on Cabin Advisors, LLC
Location
260 S Los Robles Ave, Ste 217
Pasadena CA 91101
Advisors at this office
2
Advisors at this office
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.
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.
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