The Cabana Group

Name

The Cabana Group

Legal name

The Cabana Group, LLC

Website

https://thecabanagroup.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Advisory / Risk-Managed Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Investment advisory services
• Risk-managed portfolios
• Target drawdown investing
• Family office services
• Retirement plan consulting

Headquarters

HQ city

Fayetteville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services (AUM-based): Cabana LLC, an SEC registered investment adviser, provides investment advisory services and earns fees based on assets under management (AUM). The firm manages client portfolios using its proprietary Target Drawdown Series investment strategies.
2. Legal Services: Legal services offered through Cabana Law Group dba Prevost, Shaff, Mason & Carns, PLLC in Texas. Services include estate planning, corporate law, litigation, and asset protection planning.
3. Retirement Plan Consulting: Cabana Retirement Solutions provides holistic retirement plan consulting for businesses, including plan design, participant enrollment, fiduciary services, and ongoing monitoring for 401(k), 403(b), 457, profit sharing, and other retirement plan types.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

The Cabana Group operates as a multi-entity financial services firm providing SEC-registered investment advisory services through Cabana LLC (dba Cabana Asset Management) using the proprietary CARA algorithm to manage the Target Drawdown Series of risk-based portfolios. The firm distributes these strategies to financial advisors (via Professional Series), institutions (via CITs for 401(k) plans), and directly to investors (via ETFs), while also delivering family office services including financial planning, estate planning, retirement plan consulting, and legal services through Cabana Law Group.

Product overview

The Cabana Group offers the Target Drawdown Series as its core investment platform, which includes three product variants: the Professional Series (direct advisor relationships), ETFs (retail investor access), and CITs (retirement plan wrapper). All Target Drawdown strategies are powered by CARA, a proprietary Cyclical Asset Reallocation Algorithm that drives allocation decisions. The firm provides supplementary services including financial planning (using Riskalyze and Money Guide Pro), estate planning, and retirement plan consulting. The platform is available through multiple custodian platforms including TD Ameritrade, Fidelity, Interactive Brokers, and Charles Schwab, and within retirement plans through record keepers such as Paychex, ADP, and Nationwide.

Differentiator

Problem solved

Functional benefit

Brands

• Target Drawdown Series: Risk-based, core, all-asset investment solutions designed with the primary goal of minimizing emotional mistakes and investor fear in volatile markets. Includes Professional Series (flagship product available exclusively to investment advisors), ETFs, and CITs (Collective Investment Trusts for 401k plans).
• Target Drawdown Professional Series
• Target Drawdown ETFs
• Target Drawdown CITs
• CARA

Products and services

• Target Drawdown Series Risk-based, core, all-asset investment solutions designed with the primary goal of minimizing emotional mistakes and investor fear in volatile markets. Uses a rules-based investment philosophy to numerically quantify acceptable risk across seven portfolios with target drawdown ranges from 5% to 20%, including income and tax-efficient solutions. Built on Modern Portfolio Theory and powered by the proprietary CARA algorithm. Available to investors and advisors through multiple wrappers including Professional Series, ETFs, and CITs.
• Target Drawdown Professional Series Flagship Target Drawdown product available exclusively to investment advisors and firms with a direct relationship with Cabana. In existence since 2012, it includes a suite of custom services, technology, and communication tools. Distributed through TD Ameritrade, Fidelity, Interactive Brokers, and Charles Schwab custodians for trade execution, account management, and back-office support to enable advisor growth and client retention.
• Target Drawdown ETFs Exchange-traded fund wrapper providing the Target Drawdown investment approach in a tax-efficient, transparent, and low-cost format. Available to investors and advisors via cabanaetfs.com.
• Target Drawdown CITs Collective Investment Trusts available to small business owners and their employees for use within 401(k) plans. Distributed through retirement plan recordkeepers including Paychex, Alerus, Ascensus, Broadridge, Mid Atlantic, ADP, Nationwide, and Securian.
• Financial Planning Personalized financial advice leveraging Riskalyze and Money Guide Pro tools to define short- and long-term goals, including portfolio analysis, retirement mapping, budgeting, and insurance planning. Serves individuals and families seeking coordinated wealth management.
• Estate Planning Legal counsel for estate, legacy, and asset protection planning including vehicle selection, beneficiary planning, and coordination with a nationwide network of attorneys. Provided through Cabana Law Group (dba Prevost, Shaff, Mason & Carns, PLLC) in Texas.
• Retirement Plan Consulting Holistic retirement plan consulting covering plan design, participant enrollment, fiduciary services, and ongoing monitoring. Supports 401(k), 403(b), 457, Simple IRA, SEP, defined benefit, and non-qualified deferred compensation plans for both for-profit and non-profit organizations. Delivered by Cabana Retirement Solutions.

Quantifiable outcome

• Seven Target Drawdown Portfolios with drawdown targets ranging from 5% to 20%
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability2 records

Feature3 records

Partnerships

15 partnerships are on record, tiered core.

• TD AmeritradecoreTechnology or IntegrationMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients.
• FidelitycoreTechnology or IntegrationMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients.
• Interactive BrokerscoreTechnology or IntegrationMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients.
• Charles SchwabcoreTechnology or IntegrationMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients. Available on Schwab Marketplace.
• PaychexcoreChannel Partner/ Reseller/ DistributorRecord keeper for 401(k) plans offering Target Drawdown CITs within retirement plans.
• AleruscoreChannel Partner/ Reseller/ DistributorRecord keeper for retirement plans offering Target Drawdown CITs.
• AscensuscoreChannel Partner/ Reseller/ DistributorThird party administrator for retirement plans offering Target Drawdown CITs.
• BroadridgecoreChannel Partner/ Reseller/ DistributorRecord keeper for retirement plans offering Target Drawdown CITs.
• Mid AtlanticcoreChannel Partner/ Reseller/ DistributorRecord keeper for retirement plans offering Target Drawdown CITs.
• ADPcoreChannel Partner/ Reseller/ DistributorPayroll and HR services provider offering Target Drawdown CITs within retirement plans.
• NationwidecoreChannel Partner/ Reseller/ DistributorInsurance and financial services provider offering Target Drawdown CITs within retirement plans.
• SecuriancoreChannel Partner/ Reseller/ DistributorInsurance and financial services provider offering Target Drawdown CITs within retirement plans.
• RiskalyzecoreTechnology or IntegrationRisk quantification platform used to help clients identify their Risk Number through a 5-minute questionnaire covering portfolio size, financial goals, and risk tolerance.
• Money Guide ProcoreTechnology or IntegrationFinancial planning software used to help identify where clients are now, where they want to be, and build their map to success including retirement mapping and probability calculations.
• Longs Peak Advisory ServicescoreImplementation/ SI/ Consulting PartnerIndependent third party that constructs and maintains all of Cabana's SMA composite performance. Performs firm-wide GIPS verification.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Mariner Wealth Advisors: National RIA providing holistic wealth advisory, estate planning, and retirement services; comparable business model and multi-subsidiary family-office structure to The Cabana Group.
• Buckingham Strategic Wealth: Independent RIA combining investment management with financial planning and tax services, often recognized among the fastest-growing RIAs — directly comparable growth profile to Cabana.
• Carson Group: Hybrid RIA and coaching/support platform serving independent financial advisors — comparable to Cabana's advisor-channel growth model through custodial and partner integrations.
• Creative Planning: Large, fast-growing RIA offering wealth management, retirement plan consulting, and tax services — directly comparable to Cabana's integrated family-office stack and growth trajectory among independent advisory firms.

Broad incumbents

• WisdomTree Investments: Established ETF issuer with rules-based and quantitative strategies — comparable as a larger, broadly distributed competitor in the ETF-wrapped systematic strategy category.
• Cambridge Investment Research: Large independent broker-dealer and RIA platform supporting thousands of advisors — comparable as a scaled platform serving financial professionals with investment solutions and back-office support.
• Mercer Advisors: Large national RIA offering wealth management, estate planning, and retirement plan consulting across multiple entities — a broader incumbent with overlapping integrated services.

Others

• Riskalyze: Risk-tolerance quantification platform used by Cabana in its financial planning workflow — adjacent technology provider rather than direct competitor, but tightly coupled to Cabana's advisor-facing stack.

Emerging players

• Cambria ETF Trust: Independent ETF sponsor offering tactical and risk-managed strategies — comparable to Cabana's Target Drawdown ETF wrapper in the alternative/tactical allocation space.
• Alpha Architect: Quantitative ETF issuer with factor-based, rules-driven strategies — comparable to Cabana's proprietary CARA-driven, rules-based ETF and SMA offerings in the systematic allocator space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/thecabanagroup
• Facebookfacebook.com/TheCabanaGroup
• LinkedInlinkedin.com/company/thecabanagroup
• Instagraminstagram.com/cabanagroup

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Cabana Group