Cabin Advisors, Llc
- Regulatory AUM
- $220M
- Discretionary
- $220M
- Clients
- 414
- Avg AUM / client
- $532K
- Accounts
- 414
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 256 | $85.5M | 38.8% |
| High net worth individuals | 112 | $94.5M | 42.9% |
| Pension and profit sharing plans | 6 | $2.4M | 1.08% |
| Corporations and other businesses | 40 | $37.9M | 17.2% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Brian Candler | Registered representative | Jan 2022 (5y) | ||
| Mark Aaron Atchity | Registered representative | Jul 2022 (4y) | ||
| Colleen Marie Graff | Registered representative | Sep 2022 (4y) | ||
| Lawrence Sheldon Steinberg | Registered representative | Oct 2022 (4y) | ||
| Lee Audry Goss | Registered representative | May 2023 (3y) | ||
| Christopher John Picciurro | Registered representative | Personal Financial Specialist | Aug 2023 (3y) | |
| Billy James Aycock | Registered representative | Dec 2023 (3y) | ||
| Kyle Steven Klinger | Registered representative | Jul 2024 (2y) | ||
| Andrew Jonathan Charipar | Registered representative | Apr 2025 (1y) | ||
| James Nicholas Sarandis | Registered representative | May 2025 (1y) | ||
| Walter Vincent Nelson | Registered representative | Sep 2025 (1y) | ||
| Christopher M Wood | Registered representative | Oct 2025 (1y) | ||
| Robert Leo Vonderharr | Registered representative | Nov 2025 (1y) | ||
| Logan D Cox | Registered representative | Jan 2026 (1y) | ||
| Sterling Vaughn Louviere | Registered representative | Feb 2026 (0y) | ||
| Aaron Graff | Registered representative | Jul 2026 (0y) |
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 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗