Cambria Investment Management, L.P.
- Regulatory AUM
- $3.6B
- Discretionary
- $3.6B
- Clients
- 203
- Avg AUM / client
- $17.6M
- Accounts
- 203
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $26.4M | 0.74% |
| High net worth individuals | 6 | $8.8M | 0.25% |
| Investment companies | 20 | $3.5B | 99.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Faber, Mebane, Thadley | Chief Investment Officer; Chief Executive Officer; Limited Partner | Apr 2012 (14y) | 75% or more | |
| Tyre, Douglas, Nelson | Chief Compliance Officer | May 2018 (8y) | Less than 5% | |
| Evans, Daniel, Alan | Trustee | Jan 2020 (7y) | GP / trustee / elected manager of Lillian Elizabeth Richardson Trust (indirect) | |
| Jonathan S Keetz | Chief Operating Officer | Jun 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lillian Elizabeth Richardson Trust | Limited Partner | Jan 2020 | A | 10% – 25% |
| Cambria Gp, Llc | General Partner | Apr 2012 | A | Less than 5% |
| Cambria Investments Holdings, Llc | Limited Partner | Oct 2014 | A | Less than 5% |
| Cambria Investment Holdings Ii, Llc | Limited Partner | Jan 2017 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 896 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Fidelity Brokerage Services $193M (21% of AUM) Mar 2019
- Mtg, Llc $35.2M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗