Celebrate Life in Northwest Arkansas People Edition 2020
Northwest Arkansas is a diverse melting pot of hardworking individuals from all over the world. The Celebrate Arkansas People Edition features some of the talented people and businesses that make up our community. See page 17 for more on The Cabana Group and our CEO Chadd Mason.
Arkansas- and Texas-Based Firm Triples Asset Base in Two Years
Cabana Asset Management (“Cabana”), an SEC registered investment adviser providing risk-managed investment options to investors, advisors and institutions, today announced the firm has surpassed $1 billion in advisory assets under management (AUM).
Northwest Arkansas Business Journal reports Fayetteville’s The Cabana Group is the fastest-growing private company in Arkansas
Chadd Mason has a passion for helping people. It’s a trait that helped him build a successful law practice in Northwest Arkansas as a plaintiff’s attorney. It’s also a quality that’s serving him well in his second career, quietly building one of the fastest-growing boutique financial advisory firms in the country.
Cabana Acquires Texas-Based Money Manager Fund Architects To Create $850 Million RIA
The acquisition is part of Cabana’s growth strategy to serve more advisors looking for core, risk-based solutions to help their clients. The agreement takes Cabana’s RIA, Cabana Asset Management, from roughly $730 million to $850 million in assets under management. “We’ve known the principals at Fund Architects for some time and are very impressed with their approach to distribution and serving the investment community,” says Chadd Mason, Cabana CEO and co-founder. “Like us, they appreciate the value of a process-driven money management approach, coupled with verified and transparent performance returns.”
From Legal Eagle To Financial Shepherd
In the past 15 years, Chadd Mason has run a fast-growing financial advisory firm, Cabana, whose assets under management have ballooned from $26.5 million in discretionary assets at the end of 2016 to $470 million in mid-2018, largely by advising to outside RIAs. The firm, located in Fayetteville and Plano, Texas, also has 341 retail client accounts. The firm’s recent huge growth has been built on an investment algorithm Mason and his team developed from scratch in the mid-2000s.
More information and disclaimers regarding the above awards and rankings can be found here.