Cabana Asset Management

Cabana Asset Management (CRD# 151418) is a financial advisory firm headquartered in Fayetteville, AR. They manage $301,185,954 in 2,836 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    2,836
    ACCOUNTS
  • Average Account Value
    $106,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, MS, NC, NH, NY, OK, OR, PA, SC, TN, TX, UT, WA

Financial Advisors at Cabana Asset Management
Showing 1 - 10 of 16 top financial advisors.
1
Michelle L. Alsobrook
CRD#: 4844599
220 S. School Ave., Fayetteville, AR 72701
93
Wealthminder
score

Michelle Alsobrook (CRD# 4844599) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 13 years of experience in the finance industry.

2
Daniel G. Ippolito
CRD#: 5561065
220 S. School Ave., Fayetteville, AR 72701
93
Wealthminder
score

Daniel Ippolito (CRD# 5561065) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 9 years of experience in the finance industry.

3
George C. Mason
CRD#: 5449388
220 S. School Ave., Fayetteville, AR 72701
93
Wealthminder
score

George Mason (CRD# 5449388) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 10 years of experience in the finance industry.

4
David Mersky
CRD#: 4494397
3900 N. Front St., Suite 103, Fayetteville, AR 72703
93
Wealthminder
score

David Mersky (CRD# 4494397) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 10 years of experience in the finance industry.

5
Robert J. Mitchell
CRD#: 5740315
303 Millsap Road, Fayetteville, AR 72703
93
Wealthminder
score

Robert Mitchell (CRD# 5740315) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 9 years of experience in the finance industry.

6
Nikifor A. Paunov
CRD#: 2680109
1487 Forest Hills Blvd., Bella Vista, AR 72715
93
Wealthminder
score

Nikifor Paunov (CRD# 2680109) is an Investment Advisor Representative working at Cabana Asset Management in Bella Vista, AR and has over 21 years of experience in the finance industry.

7
Jon N. Prevost
CRD#: 1630296
1518 Legacy Dr., Suite 260, Frisco, TX 75034
93
Wealthminder
score

Jon Prevost (CRD# 1630296) is an Investment Advisor Representative working at Cabana Asset Management in Frisco, TX and has over 31 years of experience in the finance industry.

8
Louis A. Shaff
CRD#: 5449638
1518 Legacy Dr., Frisco, TX 75034
93
Wealthminder
score

Louis Shaff (CRD# 5449638) is an Investment Advisor Representative working at Cabana Asset Management in Frisco, TX and has over 5 years of experience in the finance industry.

9
Jennifer E. Lloyd
CRD#: 6334636
3900 N. Front St., Suite 103, Fayetteville, AR 72703
90
Wealthminder
score

Jennifer Lloyd (CRD# 6334636) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 3 years of experience in the finance industry.

10
David A. Mazzanti
CRD#: 6647888
220 S. School Ave., Fayetteville, AR 72701
90
Wealthminder
score

David Mazzanti (CRD# 6647888) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 3 years of experience in the finance industry.

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