Firm profile

CABIN ADVISORS, LLC

OVERLAND PARK, KSCRD 312547Latest ADV March 27, 2026

Cabin Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 27, 2026, reports $220M in regulatory assets under management, 15 employees, 8 offices, and 414 accounts.

Assets Under Management
$220M
Employees
15
Offices
8 offices
Total Clients
414
Primary office
OVERLAND PARK, KS
6240 W. 135TH STREET, SUITE 214, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOMark A. Atchity
COOWilliam B. Candler
CIOLawrence S. Steinberg

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.8% of total clients.
Top client categories% of clientsClients
1
Individuals
61.8%
256
2
HNWI
27.1%
112
3
Corporations
9.7%
40
4
Pension Plans
1.4%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$220Mas of March 27, 2026
Discretionary100.0%
$220M
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$220M
Total Accounts414
10Y AUM Change+$87M (+64.8%)

Employee Growth by Quarter

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

Total Employees15
Clients per Employee28:1
10Y Employee Change-1 (-6.3%)

* 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.