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CABANA ASSET MANAGEMENT

FAYETTEVILLE, AR · CRD 151418 · IAPD ↗ · thecabanagroup.com · 479-442-6464

$471.8MRegulatory AUM
5Advisory reps
6Employees
6Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
April 2026 — CABANA ASSET MANAGEMENT shrank from 15 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2024 — CABANA ASSET MANAGEMENT reported RAUM down 50% ($1.48B -> $738.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.