The Cabana Group
The Cabana Group brings traditional financial services, legal counsel, retirement solutions and risk-based wealth management under one roof. Our mission is to provide a simpler, more confident way for individuals and small businesses to reach their long-term financial goals through unique products and coordination of advisors. While we serve clients and financial advisors across the country, our offices in Arkansas, Texas and Colorado are comprised of investment adviser representatives, attorneys, tax professionals, insurance producers and a software engineer. Our core services include wealth management, portfolio construction, tax and estate planning, business development, insurance, annuities and sub-advisory money management. For more about our firm and product offerings visit or email us at info@thecabanagroup.com. Investment advisory services provided by Cabana LLC, an SEC registered investment adviser. The firm and its investment adviser representatives only transact business in states where they are properly registered, or are excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the firm and its investment adviser representatives have achieved a specific level of skill or ability. Important Disclosure Documents: Form CRS: http://thecabanagroup.com/form-crs Form ADV Part 2A: https://thecabanagroup.com/adv-part2 Privacy Policy: https://thecabanagroup.com/privacy-policy/ Proxy Voting Policy: https://thecabanagroup.com/disclaimers/proxy-voting-policy/ Additional Disclaimers: https://thecabanagroup.com/disclaimers
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Verified contacts
11
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
3
tools in use
Monthly traffic
200
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- SC
Sonya Clements
Accounting Manager VP of Operations · Finance & Accounting
EmailPhone - BS
Brandon Stalcup
Financial Advisor · Finance & Accounting
EmailPhone - IS
Ian Scobie
Investment Adviser Representative · Finance & Accounting
EmailPhone - PS
Patrick Scobie
Attorney · Legal
EmailPhone - CM
Christopher Magann
Consultant for Trading · Other
EmailPhone - LS
Lori Slane
Litigation Legal Assistant · Legal
EmailPhone - TW
Taylor Woodard
Institutional Account Servicing Representative · Customer/Client Service
EmailPhone - GC
G. Chadd Mason
(,, &) · Other
EmailPhone
Showing 8 of 11 verified contacts
Top roles at The Cabana Group
11 distinct titles indexed · top 10 shown.
- 1(,, &)
- 1accounting manager vp of operations
- 1attorney
- 1consultant for trading
- 1financial advisor
- 1institutional account servicing representative
- 1internencore mechanical (austin, tx)
- 1investment adviser representative
- 1investment advisor
- 1litigation legal assistant
- +1more titles
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