Cabin Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Cabin Advisors reports 414 clients. They include 256 individual clients, 112 high-net-worth individuals, and 40 corporations and other businesses. Of its assets, 100.0% ($220M across 414 accounts) are managed with discretion. It advised 50 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 39% |
| High-net-worth individuals | 27% | 43% |
| Pension and profit-sharing plans | 1% | 1% |
| Corporations and other businesses | 10% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 256 | $85.5M | 38.8% | $334K |
| High-net-worth individuals | 112 | $94.5M | 42.9% | $844K |
| Pension and profit-sharing plans | 6 | $2.37M | 1.1% | $396K |
| Corporations and other businesses | 40 | $37.9M | 17.2% | $947K |
| Total | 414 | $220M | 100% | $532K |
- Clients
- 256
- Regulatory AUM
- $85.5M
- AUM share
- 38.8%
- Avg. per client
- $334K
- Clients
- 112
- Regulatory AUM
- $94.5M
- AUM share
- 42.9%
- Avg. per client
- $844K
- Clients
- 6
- Regulatory AUM
- $2.37M
- AUM share
- 1.1%
- Avg. per client
- $396K
- Clients
- 40
- Regulatory AUM
- $37.9M
- AUM share
- 17.2%
- Avg. per client
- $947K
Total
- Clients
- 414
- Regulatory AUM
- $220M
- AUM share
- 100%
- Avg. per client
- $532K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 50
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Cabin Advisors charges up to 2.00% a year for its Rep as Manager Program. The fee is billed in arrears, is negotiable and requires an account of at least $25,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a flat fee or an hourly rate, typically $200 to $400 per hour, and flat plans typically $10,000 to $50,000; both are negotiable.
- Monitoring of Investments
- Monitoring of variable annuities, 401(k)s, 403(b)s, mutual funds and held-away accounts is a quarterly fee at a rate not to exceed 1.5% annualized, plus an administrative fee of up to $7.25 a quarter.
Valley Pointe, LLC owns 50% to 75% of Cabin Advisors and is in turn owned by William Candler (50–75%) and Mark Atchity (50–75%). The leadership team of Cabin Advisors includes Chief Investment Officer Lawrence Steinberg, Chief Operating Officer William Candler and Chief Compliance Officer Mark Atchity. It has 15 employees, 13 of them in advisory roles.
Staff
- 15 employees
- 13 in advisory functions
- 15 state-registered reps
- 14 broker-dealer reps
- 4 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Cabin Advisors, LLC
Valley Pointe, LLC
Control person · since January 2020
- Owns 50% to 75% of Valley Pointe, LLC
William Candler
since June 2018
- Owns 50% to 75% of Valley Pointe, LLC
Mark Atchity
Control person · since June 2018
- Owns 25% to 50% of Cabin Advisors, LLC
Financial Architects Enterprises, LLC
Control person · since November 2022
- Owns 25% to 50% of Financial Architects Enterprises, LLC
Lawrence Steinberg
Control person · since November 2022
- Owns 25% to 50% of Cabin Advisors, LLC
Stone Mountain Consulting, LLC
Control person · since November 2022
Cabin Advisors’ regulatory assets grew 1.6× from $134M (July 2025) to $220M (March 2026); clients rose from 166 to 414 and employees fell from 16 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $220M | 414 | 15 | 9 |
| Jul 2025July 2025 | $134M | 166 | 16 | 8 |
Besides its headquarters, Cabin Advisors has 8 offices (3 private residences, listed without an address), with 6 listed addresses across 3 states.
California · 3 listed addresses
- 30011 Ivy Glen Drive, Laguna Niguel
- 260 S Los Robles Ave, Pasadena
- 2445 5th Ave, San Diego
Tennessee · 2 listed addresses
- 214 Overlook Circle, Brentwood
- 1025 Westhaven BLVD, Franklin
Kansas · 1 listed address
- 6240 W. 135th Street, Suite 214, Overland ParkHQ
Contact and registration details
- Legal name
- Cabin Advisors, LLC
- Headquarters
- 6240 W. 135th Street, Suite 214, Overland Park, KS 66223
- Website
- financialarchitects.com
- Phone
- 913-933-3351
- SEC file
- 801-132884
- Structure
- Kansas LLC
- Fiscal year end
- December
Cabin Advisors does not have custody of client assets.
At year end, Cabin Advisors’ separately managed accounts were mostly in stocks (50%) and funds (40%).
What the accounts hold
- Stocks50%
- Funds40%
- Cash10%
How many clients does Cabin Advisors have?
Cabin Advisors has 414 clients and manages $220 million for them, as of March 2026. They include 256 individual clients, 112 high-net-worth individuals, and 40 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Cabin Advisors offer?
Cabin Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cabin Advisors charge?
Cabin Advisors charges up to 2.00% a year for its Rep as Manager Program. The fee is billed in arrears, is negotiable and requires an account of at least $25,000.
Source: CABIN ADVISORS ADV PART 2 BROCHURE, filed 27 March 2026
How many financial advisors does Cabin Advisors have?
Cabin Advisors has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cabin Advisors invest in?
At the end of its last fiscal year, Cabin Advisors’ separately managed accounts held 50% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs) and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Cabin Advisors have a minimum investment?
Yes, Cabin Advisors’ minimum account size for its Rep as Manager Program is $25K.
Source: CABIN ADVISORS ADV PART 2 BROCHURE, filed 27 March 2026
Who owns Cabin Advisors?
Cabin Advisors is owned through holding companies by William Candler, Mark Atchity and Lawrence Steinberg. Its direct owners are Valley Pointe, LLC (50% to 75%), Financial Architects Enterprises, LLC (25% to 50%) and Stone Mountain Consulting, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Cabin Advisors get paid?
Cabin Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cabin Advisors?
Cabin Advisors’ main office is at 6240 W. 135th Street, Suite 214, Overland Park, KS 66223. Its phone number is 913-933-3351. Its website is financialarchitects.com.