RIA Intelligence

CABANA LLC

Legal name: CABANA ASSET MANAGEMENT

CRD #151418 SEC #801-108439 FAYETTEVILLE, AR 479-442-6464
SEC Registered
Total AUM
$576.7M
Discretionary
$576.7M
Employees
17
Clients
1
Accounts
425

AUM Over Time

DateDec 2025
Total AUM$576.7M
Discretionary$576.7M
Non-Disc.$0
Employees17
Clients3
DateOct 2025
Total AUM$576.7M
Discretionary$576.7M
Non-Disc.$0
Employees17
Clients3
DateMay 2025
Total AUM$613.9M
Discretionary$613.9M
Non-Disc.$0
Employees17
Clients3
DateMar 2025
Total AUM$634.4M
Discretionary$634.4M
Non-Disc.$0
Employees19
Clients337
DateMar 2024
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees22
Clients0
DateOct 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees26
Clients0
DateJan 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees23
Clients0
DateDec 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees23
Clients0
DateNov 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees23
Clients0
DateSep 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$30.3M
Employees23
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$30.3M
Employees23
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$30.3M
Employees23
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$30.3M
Employees23
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$30.3M
Employees23
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$30.3M
Employees23
Clients0
DateDec 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$85.5M
Employees23
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$85.5M
Employees23
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$66.1M
Employees22
Clients0
DateJun 2020
Total AUM$1B
Discretionary$991.3M
Non-Disc.$51.5M
Employees22
Clients0
DateApr 2020
Total AUM$1B
Discretionary$991.3M
Non-Disc.$51.5M
Employees22
Clients0
DateApr 2020
Total AUM$1B
Discretionary$991.3M
Non-Disc.$51.5M
Employees22
Clients0
DateJan 2020
Total AUM$1B
Discretionary$967.2M
Non-Disc.$49.2M
Employees22
Clients0
DateDec 2019
Total AUM$1B
Discretionary$967.2M
Non-Disc.$49.2M
Employees22
Clients0
DateAug 2019
Total AUM$872.8M
Discretionary$777.2M
Non-Disc.$95.6M
Employees21
Clients0
DateJul 2019
Total AUM$872.8M
Discretionary$777.2M
Non-Disc.$95.6M
Employees21
Clients0
DateApr 2019
Total AUM$640.7M
Discretionary$564M
Non-Disc.$76.7M
Employees23
Clients0
DateMar 2019
Total AUM$640.7M
Discretionary$564M
Non-Disc.$76.7M
Employees23
Clients0
DateMar 2019
Total AUM$640.7M
Discretionary$564M
Non-Disc.$76.7M
Employees23
Clients0
DateJan 2019
Total AUM$608M
Discretionary$541.3M
Non-Disc.$66.7M
Employees21
Clients0
DateDec 2018
Total AUM$608M
Discretionary$541.3M
Non-Disc.$66.7M
Employees21
Clients0
DateAug 2018
Total AUM$496.5M
Discretionary$469.1M
Non-Disc.$27.4M
Employees17
Clients0
DateMar 2018
Total AUM$410.5M
Discretionary$388.2M
Non-Disc.$22.3M
Employees20
Clients0
DateNov 2017
Total AUM$301.2M
Discretionary$280.3M
Non-Disc.$20.9M
Employees14
Clients963
DateNov 2017
Total AUM$292.4M
Discretionary$271.4M
Non-Disc.$20.9M
Employees14
Clients938
DateAug 2017
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees17
Clients700
DateJun 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees16
Clients800
DateJun 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees16
Clients800
DateMay 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees16
Clients800
DateMay 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees16
Clients800
DateApr 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees16
Clients800
DateApr 2017
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees16
Clients26
DateMar 2017
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees16
Clients26
DateJan 2017
Total AUM$29.3M
Discretionary$26.5M
Non-Disc.$2.9M
Employees6
Clients26
DateOct 2016
Total AUM$29.3M
Discretionary$26.5M
Non-Disc.$2.9M
Employees6
Clients26
DateOct 2016
Total AUM$29.3M
Discretionary$26.5M
Non-Disc.$2.9M
Employees6
Clients26
DateOct 2016
Total AUM$29.3M
Discretionary$26.5M
Non-Disc.$2.9M
Employees6
Clients26
DateSep 2016
Total AUM$29.3M
Discretionary$26.5M
Non-Disc.$2.9M
Employees6
Clients26
DateSep 2016
Total AUM$29.3M
Discretionary$26.5M
Non-Disc.$2.9M
Employees6
Clients26