AdvisorCensus / Financial advisors / Missouri / Kansas City / Cabin Advisors, LLC
Cabin Advisors, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Cabin Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Cabin Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Cabin Advisors, LLC charge?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Subscription: $21.75 a quarter (administrative, operational, and technology services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Cabin Advisors, LLC located?
Cabin Advisors, LLC's principal office is in Overland Park, KS, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Cabin Advisors, LLC registered with the SEC or a state?
Cabin Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 312547.
How much does Cabin Advisors, LLC manage?
Cabin Advisors, LLC reports $220,186,192 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Cabin Advisors, LLC's assets and staff changed since 2025?
In the Form ADV data for Cabin Advisors, LLC: Regulatory assets under management: $133,637,000 in the October 2025 data and $220,186,192 in the October 2026 data, up 65%. Total employees: 16 in October 2025 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cabin Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (256); high net worth individuals (112); corporations or other businesses not listed above (40).
Does Cabin Advisors, LLC report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312547
What changed in Cabin Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 14 to 13. Regulatory assets under management went from $133,637,000 to $220,186,192 (+65%). Changed its office addresses in Pasadena, CA. Added an office in Brentwood, TN. Registered or notice-filed in NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Subscription: $21.75 a quarter (administrative, operational, and technology services)
The brochure's wording
To cover administrative, operational, and technology services, Cabin Advisors may typically assess advisory clients either a monthly administrative charge of $7.25 or quarterly administrative charge of $21.75 as documented in their investment management agreement.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$220,186,192 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 15. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the April 2026 filing
- States registered or notice-filed
-
36 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $220,186,192 | 15 | March 27, 2026 |
| October 2025 | $133,637,000 | 16 | July 8, 2025 |
Regulatory assets under management: $133,637,000 in the October 2025 data and $220,186,192 in the October 2026 data, up 65%.
Total employees: 16 in October 2025 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 14 to 13.
- Regulatory assets under management went from $133,637,000 to $220,186,192 (+65%).
- Changed its office addresses in Pasadena, CA.
- Added an office in Brentwood, TN.
- Registered or notice-filed in NH.
- March 2026
- Registered or notice-filed in NV.
- February 2026
- Employees performing advisory functions went from 15 to 14.
- December 2025
- Employees performing advisory functions went from 14 to 15.
- Registered or notice-filed in UT.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cabin Advisors, LLC (CRD 312547): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cabin-advisors-llc-overland-park-ks-312547