{
  "crd_number": 133760,
  "slug": "cambria-capital-llc-salt-lake-city-ut-133760",
  "primary_business_name": "CAMBRIA CAPITAL LLC",
  "legal_name": "CAMBRIA CAPITAL, LLC",
  "dbas": [],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "state",
  "registration_status": "TERMREQUEST",
  "registration_date": null,
  "years_registered": null,
  "period": "2026-10-01",
  "filing_date": "2024-03-28",
  "carried_forward": false,
  "raum_total": 10552928.0,
  "raum_discretionary": 10552928.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 9662221.0,
      "count": 125
    },
    "pension_profit_sharing": {
      "raum": 890707.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 5,
  "states_registered": [],
  "websites": [
    "https://cambriacapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133760",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "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?"
    }
  ],
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/cambria-capital-llc-salt-lake-city-ut-133760",
  "display_name": "Cambria Capital LLC",
  "summary": "Cambria Capital LLC is a state-registered investment advisory firm in Salt Lake City, UT, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2024.",
  "citation": "AdvisorCensus. Cambria Capital LLC (CRD 133760): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Cambria Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cambria Capital LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cambria Capital LLC located?",
      "a": "Cambria Capital LLC's principal office is in Salt Lake City, UT, according to its Form ADV."
    },
    {
      "q": "Is Cambria Capital LLC registered with the SEC or a state?",
      "a": "Cambria Capital LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 133760."
    },
    {
      "q": "How much does Cambria Capital LLC manage?",
      "a": "Cambria Capital LLC reports $10,552,928 in regulatory assets under management in its Form ADV filing dated March 28, 2024 (100% discretionary)."
    },
    {
      "q": "What types of clients does Cambria Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); pension and profit sharing plans (but not the plan participants or government pension plans) (9)."
    },
    {
      "q": "Does Cambria Capital LLC report any disciplinary disclosures?",
      "a": "Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.E(2) (self-regulatory organization's finding of a rule violation), and 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133760"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cambria-capital-llc-salt-lake-city-ut-133760.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 125,
      "fewer_than_5": false,
      "raum": 9662221.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 890707.0
    }
  ],
  "disclosure_line": "Reports 5 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133760",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}