The Cabana Group
- Company typePrivate
- Founded2007
- HeadquartersFayetteville, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
The Cabana Group firmographics
Firmographics- 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
The Cabana Group industry classification
Industry- 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
Where The Cabana Group is headquartered
LocationHeadquarters
- HQ city
- Fayetteville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Cabana Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- 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.
- 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.
- 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
The Cabana Group product offering
Product offeringCore 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
Companies that use The Cabana Group
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
The Cabana Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability2 records
Feature3 records
The Cabana Group partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core.
- TD AmeritradecoreMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients.
- FidelitycoreMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients.
- Interactive BrokerscoreMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients.
- Charles SchwabcoreMajor custodian platform for the Target Drawdown Professional Series, enabling trade execution and account management for advisor clients. Available on Schwab Marketplace.
- PaychexcoreRecord keeper for 401(k) plans offering Target Drawdown CITs within retirement plans.
- AleruscoreRecord keeper for retirement plans offering Target Drawdown CITs.
- AscensuscoreThird party administrator for retirement plans offering Target Drawdown CITs.
- BroadridgecoreRecord keeper for retirement plans offering Target Drawdown CITs.
- Mid AtlanticcoreRecord keeper for retirement plans offering Target Drawdown CITs.
- ADPcorePayroll and HR services provider offering Target Drawdown CITs within retirement plans.
- NationwidecoreInsurance and financial services provider offering Target Drawdown CITs within retirement plans.
- SecuriancoreInsurance and financial services provider offering Target Drawdown CITs within retirement plans.
- RiskalyzecoreRisk 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 ProcoreFinancial 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 ServicescoreIndependent 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
The Cabana Group competitors and assessment
Company assessmentDirect 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
The Cabana Group social profiles
Digital presenceThe Cabana Group compliance and trust
Trust signalCompliance2 records
The Cabana Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Cabana Group leadership team
Management profileNumber of profiles
Profiles7 records
The Cabana Group subsidiaries and ownership
Company hierarchySubsidiaries6 records
The Cabana Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Cabana Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Cabana Group
What does The Cabana Group do?
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.
Is The Cabana Group a public or private company?
The Cabana Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Cabana Group founded?
The Cabana Group was founded in 2007. It employs 11 to 50 people.
Where is The Cabana Group based?
The Cabana Group is headquartered in Fayetteville, United States, in the North America region.
How does The Cabana Group make money?
Three revenue lines are on record. Investment Advisory Services (AUM-based) is the primary driver. The others are legal Services and retirement Plan Consulting.
Who are The Cabana Group's main competitors?
Direct peers on record are Mariner Wealth Advisors, Buckingham Strategic Wealth, Carson Group and Creative Planning. Broad incumbents are WisdomTree Investments, Cambridge Investment Research and Mercer Advisors. Riskalyze is listed as an others. Emerging players are Cambria ETF Trust and Alpha Architect.
Does The Cabana Group have an API?
No public API is recorded for The Cabana Group.
What industry is The Cabana Group in?
The Cabana Group's product category is Investment Advisory / Risk-Managed Wealth Management. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6282.