Firm profile

CABANA ASSET MANAGEMENT

FAYETTEVILLE, ARCRD 151418Latest ADV March 30, 2026

Cabana Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fayetteville, AR. Its latest Form ADV filing, dated March 30, 2026, reports $472M in regulatory assets under management, 6 employees, 1 office, and 3 accounts.

Assets Under Management
$472M
Employees
6
Offices
1 office
Total Clients
<5
Primary office
FAYETTEVILLE, AR
220 S. SCHOOL AVE., FAYETTEVILLE, AR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOGeorge C. Mason
CCOSonya D. Clements
CFOLouis A. Shaff

Advisory services offered

4 types reported
Other advisory services
Pension consulting services
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
2
2
Investment Cos.
33.3%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$472Mas of March 30, 2026
Discretionary100.0%
$472M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$472M
Total Accounts3
10Y AUM Change+$383M (+430.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee1:1
10Y Employee Change-10 (-62.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.