SourcingSourcing

CABIN ADVISORS, LLC

C49
CRD 312547·SEC 801-132884·OVERLAND PARK, KS
AUM
$220.2M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$661K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CABIN ADVISORS, LLC
CRD
312547
SEC file #
801-132884
EIN
—
DBA names
—

Economics

AUM
$220.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$133.6M → $220.2M▲ +65%
Client mix
Individuals Other256
Individuals High Net Worth112
Corporations40
Pension Profit Sharing Plans6

Operations

Employees (total)
15
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'25'26
15 advisors → 13 advisors▼ -13%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
financialarchitects.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VALLEY POINTE, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
VALLEY POINTE, LLC
FINANCIAL ARCHITECTS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FINANCIALARCHITECTS.COM
Rdap Domain Creation Date
2011-09-18T18:14:26Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Moniker Online Services LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
14
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-09-18T18:14:26Z
Rdap Domain Last Changed
2025-11-25T13:11:26Z
Rdap Nameservers
Ns1.monikerdns.netNs2.monikerdns.netNs3.monikerdns.netNs4.monikerdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (15)

15
STEINBERG, LAWRENCE, SHELDON
IAR · Executive Officer · 2.5%
2349876
LOUVIERE, STERLING, VAUGHN
IAR · Executive Officer · 2.5%
2021328
ATCHITY, MARK, AARON
IAR · Executive Officer · 2.5%
2530342
CANDLER, WILLIAM, BRIAN
IAR · Executive Officer · 2.5%
2802438
COLLEEN MARIE GRAFF
IAR
2859156
BILLY JAMES AYCOCK
IAR
4069907
CHRISTOPHER JOHN PICCIURRO
IAR
4721435
ROBERT LEO VONDERHARR
IAR
1556834
Lee Audry Goss
IAR
6731534
Andrew Jonathan Charipar
IAR
6635650
WALTER VINCENT NELSON
IAR
2275929
James Nicholas Sarandis
IAR
6653637
LOGAN D COX
IAR
6927720
CHRISTOPHER M WOOD
IAR
5012775
Kyle Steven Klinger
IAR
7092609