Cambria Capital LLC

Cambria Capital LLC (CRD# 133760) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $10,218,301 in 138 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $74,046
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, MA, NC, NV, PA, TX, UT, VA

Financial Advisors at Cambria Capital LLC
Showing 1 - 5 of 5 top financial advisors.
1
Stephen Q. Dallin
CRD#: 5555306
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107

Stephen Dallin (CRD# 5555306) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 15 years of experience in the finance industry.

2
William G. McBean
CRD#: 1901190
1265 Skyline Drive, Laguna Beach, CA 92651

William McBean (CRD# 1901190) is an Investment Advisor Representative working at Cambria Capital LLC in Laguna Beach, CA and has over 33 years of experience in the finance industry.

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

Shane Philbrick (CRD# 4584693) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 20 years of experience in the finance industry.

4
Joel M. Vanderhoof
CRD#: 4152196
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107

Joel Vanderhoof (CRD# 4152196) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 23 years of experience in the finance industry.

5
Michael P. Warren
CRD#: 5429628
488 E. Winchester St, Suite 200, Salt Lake City, UT 84107

Michael Warren (CRD# 5429628) is an Investment Advisor Representative working at Cambria Capital LLC in Salt Lake City, UT and has over 15 years of experience in the finance industry.

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