Cambria Capital LLC

Cambria Capital LLC (CRD# 133760) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $3,600,000 in 78 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $46,154
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MD, MI, MN, MO, NC, NH, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Cambria Capital LLC
Showing 1 - 10 of 16 top financial advisors.
1
Karl J. Carter
CRD#: 5961963
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
93
Wealthminder
score

Karl Carter (CRD# 5961963) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry.

2
Stephen Q. Dallin
CRD#: 5555306
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
93
Wealthminder
score

Stephen Dallin (CRD# 5555306) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

3
Shane R. Philbrick
CRD#: 4584693
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
93
Wealthminder
score

Shane Philbrick (CRD# 4584693) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.

4
Michael P. Warren
CRD#: 5429628
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
93
Wealthminder
score

Michael Warren (CRD# 5429628) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

5
Jarek C. Hansen
CRD#: 6147219
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
90
Wealthminder
score

Jarek Hansen (CRD# 6147219) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 5 years of experience in the finance industry.

6
Thomas M. Melburn
CRD#: 6645499
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
88
Wealthminder
score

Thomas Melburn (CRD# 6645499) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

7
Wacey M. Jorgenson
CRD#: 6869208
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
87
Wealthminder
score

Wacey Jorgenson (CRD# 6869208) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

8
Jonny Payne
CRD#: 6751746
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
87
Wealthminder
score

Jonny Payne (CRD# 6751746) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

9
Daniel K. Spirgen
CRD#: 6881367
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
87
Wealthminder
score

Daniel Spirgen (CRD# 6881367) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

10
Todd E. Unruh
CRD#: 6874357
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107
87
Wealthminder
score

Todd Unruh (CRD# 6874357) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

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