DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Cabin Advisors, LLC

Independent wealth managerOverland Park, KansasCRD 312547SEC 801-132884websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape May 23, 2025 · 7 filings
SEC status approved since May 29, 2025
RAUM
$220M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$180M individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$13.8M
derived; firm RAUM over IAPD count
Employees
15
13 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$220M as of Mar 27, 2026
May 23, 2025$134M then
HNW client RAUM$94.5M as of Mar 27, 2026
May 23, 2025$63.0M then
State-registered IARs (5.B.3)15 as of Mar 27, 2026
May 23, 202516 then
Employees (5.A)15 as of Mar 27, 2026
May 23, 202516 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
  • Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$13.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
23derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$843,594derivedHNW RAUM over HNW clients
Average account
$531,851derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.9derivedItem 5.A over advisors
Advisors per office
1.8derived9 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is a broker-dealer (6.A.1)
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$94.5M43%
  • Individuals$85.5M39%
  • Corporations and businesses$37.9M17%
  • Pension and profit-sharing plans$2.4M1.1%
Individual clients
256reported
HNW clients
112reported
Pension plan clients
6reported
Charitable clients
n/areported
Accounts
414reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.82 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=14.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William Brian CandlerOverland Park, KsJan 31, 202229 y0
Mark Aaron AtchityOverland Park, KsJul 2, 202231 y0
Colleen Marie GraffOverland Park, Ks Sep 27, 202227 y0
Lawrence Sheldon SteinbergPasadena, Ca Oct 28, 202225 y7
Lee Audry GossSouth Pasadena, Ca May 3, 202321 y1
Christopher John PicciurroPersonal Financial SpecialistOverland Park, Ks Aug 18, 202324 y4
Billy James AycockNashville, Tn Dec 13, 202325 y6
Kyle Steven KlingerOverland Park, Ks Jul 24, 202410 y2
Andrew Jonathan ChariparOverland Park, Ks Apr 4, 202510 y1
James Nicholas SarandisMesquite, Tx May 29, 202513 y3
Walter Vincent NelsonRockwall, Tx Sep 17, 202513 y4
Christopher M WoodGrapevine, Tx Oct 7, 202510 y0
Robert Leo VonderharrMayflower, Ut Nov 4, 202539 y5
Logan D CoxColleyville, Tx Jan 8, 202610 y2
Sterling Vaughn LouviereOverland Park, Ks Feb 12, 202635 y3
Aaron GraffLaguna Niguel, Ca Jul 6, 202611 y0
Advisor movement
1 left, 4 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 6.3% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Aaron Mark Atchity · Chief Compliance Officer & Cheif Financial Officercontrol
      since 01/2020 · owns less than 5%
    • Brian William Candler · Chief Operating Officercontrol
      since 01/2020 · owns less than 5%
    • Vaughn Sterling Louviere · Chief Strategy Officercontrol
      since 11/2022 · owns less than 5%
    Entity owners
    • Financial Architects · Member
      direct · owns 25% to 50%
    • Stone Mountain Consulting, LLC · Member
      direct · owns 25% to 50%
    • Valley Pointe, LLC · Member
      direct · owns 50% to 75%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Overland Park, Ks · principal1660
    Laguna Niguel, Ca210
    Pasadena, Ca210
    Spring Hill, Tn001
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 561 to 414
      Feb 18, 2026 to Mar 27, 2026
    • Advisory employees · 14 to 13
      Feb 18, 2026 to Mar 27, 2026
    • Corporate clients · 18 to 40
      Feb 18, 2026 to Mar 27, 2026
    • HNW clients · 30 to 112
      Feb 18, 2026 to Mar 27, 2026
    • Individual clients · 92 to 256
      Feb 18, 2026 to Mar 27, 2026
    • Pension plan clients · 26 to 6
      Feb 18, 2026 to Mar 27, 2026
    • Employees · 14 to 15
      Feb 18, 2026 to Mar 27, 2026
    • Financial planning clients · 1-10 to 26-50
      Feb 18, 2026 to Mar 27, 2026
    • State-registered IARs · 14 to 15
      Feb 18, 2026 to Mar 27, 2026
    • Other offices · 7 to 8
      Feb 18, 2026 to Mar 27, 2026
    • Discretionary RAUM · $134M to $220M
      Feb 18, 2026 to Mar 27, 2026
    • HNW RAUM · $63.0M to $94.5M
      Feb 18, 2026 to Mar 27, 2026
    • Individual RAUM · $49.9M to $85.5M
      Feb 18, 2026 to Mar 27, 2026
    • Pension RAUM · $10.8M to $2.4M
      Feb 18, 2026 to Mar 27, 2026
    • RAUM · $134M to $220M
      Feb 18, 2026 to Mar 27, 2026
    • Advisory employees · 15 to 14
      Nov 13, 2025 to Jan 23, 2026
    • BD registered reps · 15 to 14
      Nov 13, 2025 to Jan 23, 2026
    • Employees · 15 to 14
      Nov 13, 2025 to Jan 23, 2026
    • State-registered IARs · 15 to 14
      Nov 13, 2025 to Jan 23, 2026
    • Other offices · 8 to 7
      Nov 13, 2025 to Jan 23, 2026
    • Advisory employees · 14 to 15
      Jul 8, 2025 to Nov 13, 2025
    • Employees · 16 to 15
      Jul 8, 2025 to Nov 13, 2025
    • State-registered IARs · 16 to 15
      Jul 8, 2025 to Nov 13, 2025
    • Other offices · 7 to 8
      Jul 8, 2025 to Nov 13, 2025
    • Financial planning clients · 1-10 to 1-10
      Jun 13, 2025 to Jul 8, 2025
    Signals
    4 dated events
    • William Samuel Borleis left Cabin Advisors, Llc for Tactive Advisors, Llc (registered 2026-02-13)
      Feb 10, 2026 · Advisor changed firm · fact
    • Kenneth T. Millar left Cabin Advisors, Llc for Saxony Capital Management, Llc (registered 2025-10-16)
      Sep 15, 2025 · Advisor changed firm · fact
    • 3 advisors left Arete Wealth Advisors, LLC (Chicago, IL) for Cabin Advisors, LLC on the same day
      May 1, 2025 · Team lift-out · derived
    • 3 advisors left Claraphi Advisory Network, LLC (Pasadena, CA) for Cabin Advisors, LLC within 9 days
      Dec 22, 2022 · Team lift-out · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    cabinadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    913-933-3351reportedpublic record, Form ADV, Mar 27, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $13.8Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026