Social Media Guidelines

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February 2022

Cabana LLC, dba Cabana Asset Management (“Cabana” or “We”), is registered with the Securities and Exchange Commission as an investment adviser. Cabana only transacts business in states where it is properly registered or is exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding Cabana LLC including its fees, can be found in Cabana’s Form ADV Part 2and Form CRS. A copy of each is available on Cabana’s website and at

In accordance with regulatory requirements, we reserve the right to remove and moderate comments and restrict users who do not follow these guidelines, have online pages containing offensive content, who serve as promotional sites, or for any other reason. Comments and opinions posted by users are the responsibility of the person who posted them. Cabana does not adopt, endorse, or guarantee the accuracy of content posted by others, and such content does not represent the views of Cabana.

The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. Because the Investment Advisers Act of 1940 addresses how Registered Investment Advisers can publish testimonials, we may remove posts based on likes or comments received.

Cabana’s staff and investment advisor representatives are required to forward to the Chief Compliance Officer all endorsements and testimonials, regardless of whether they fall within the definition of “advertisement,” to determine if they fall within the definition of “advertisement,” to ascertain if disclosures are necessary, and to draft appropriate disclosure language as needed.

GIPS® verification assess whether (1) the firm has complied with all composite construction requirements of GIPS® on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with GIPS®. Verification does not ensure the accuracy of any specific composite presentation unless an independent performance examination has been conducted for a specific time period. To receive a GIPS® compliant presentation, our firm’s verification report(s) or composite descriptions, please click here or email

A comprehensive list of Cabana’s disclosures, including important information about its awards and performance methodologies, can be found at