Insights

Integrated Wealth The Cabana Group combines traditional financial services with legal counsel, retirement solutions and risk-based wealth management under one roof, indicating a potential cross-sell opportunity to existing clients for legal, tax, and insurance services.

Advisor Network With investment adviser representatives, attorneys, tax professionals and a software engineer across Arkansas, Texas, and Colorado, there is scope to expand partnerships with independent advisors and to offer sub-advisory, compliance and tech-enabled wealth solutions.

Technology Enablement The tech stack includes cloud, data tables, PHP, jQuery and analytics tools suggesting opportunities to upsell cybersecurity services, data analytics, client portals, and regtech/compliance automation for advisory practices.

Growth Horizon Revenue is in the mid five-figure to mid six-figure range and the firm serves clients nationwide with regional offices, indicating potential for proportionate scaling solutions, practice management software, and scalable CRM/marketing automation for client acquisition and retention.

Compliance Footing As an SEC-registered investment adviser with Form CRS, ADV Part 2A, and privacy/disclaimers in place, there is ongoing demand for regulatory technology, governance, risk and compliance training for advisers and operations teams.

The Cabana Group Tech Stack

The Cabana Group uses 8 technology products and services including Cloudflare, DataTables, LinkedIn, and more. Explore The Cabana Group's tech stack below.

  • Cloudflare
    Content Management System
  • DataTables
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Piwik PRO Core
    Web Analytics
  • GoDaddy
    Web Hosting
  • jQuery Validation Plugin
    Web Tools And Plugins

The Cabana Group's Email Address Formats

The Cabana Group uses at least 2 format(s):
The Cabana Group Email FormatsExamplePercentage
First@cabanaportfolio.comJohn@cabanaportfolio.com
83%
Last@cabanaportfolio.comDoe@cabanaportfolio.com
17%
First@thecabanagroup.comJohn@thecabanagroup.com
54%
Last@thecabanagroup.comDoe@thecabanagroup.com
23%
FLast@thecabanagroup.comJDoe@thecabanagroup.com
15%
FirstLast@thecabanagroup.comJohnDoe@thecabanagroup.com
8%

Frequently Asked Questions

What is The Cabana Group's phone number?

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You can contact The Cabana Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Cabana Group's official website and social media links?

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The Cabana Group's official website is thecabanagroup.com and has social profiles on LinkedIn.

How much revenue does The Cabana Group generate?

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As of July 2026, The Cabana Group's annual revenue is estimated to be $25M - $50M.

What is The Cabana Group's NAICS code?

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The Cabana Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Cabana Group have currently?

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As of July 2026, The Cabana Group has approximately 15 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: C. M.Chief Marketing Officer: G. S.Chief Operating Officer: C. C.. Explore The Cabana Group's employee directory with LeadIQ.

What industry does The Cabana Group belong to?

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The Cabana Group operates in the Financial Services industry.

What technology does The Cabana Group use?

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The Cabana Group's tech stack includes CloudflareDataTablesLinkedInPriority HintsPHPPiwik PRO CoreGoDaddyjQuery Validation Plugin.

What is The Cabana Group's email format?

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The Cabana Group's email format typically follows the pattern of First@cabanaportfolio.com. Find more The Cabana Group email formats with LeadIQ.

When was The Cabana Group founded?

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The Cabana Group was founded in 2008.
The Cabana Group logo

The Cabana Group

Financial ServicesArkansas, United States11-50 Employees

The Cabana Group operates within the financial services sector, offering a coordinated suite of traditional financial services, legal counsel, retirement solutions, and risk-based wealth management under one roof. Its approach centers on simplifying long-term financial planning for individuals and small businesses by coordinating a team of professionals, including investment adviser representatives, attorneys, tax professionals, insurance producers, and a software engineer, across Arkansas, Texas, and Colorado. The firm provides core services such as wealth management, portfolio construction, tax and estate planning, business development, insurance, annuities, and sub-advisory money management, aiming to help clients reach their financial goals through integrated guidance.

Based in Fayetteville, Arkansas, The Cabana Group serves clients and financial advisors nationwide, leveraging a multidisciplinary model to address investment management, legal and tax considerations, and risk management. Its advisory services are offered through Cabana LLC, an SEC registered investment adviser, with disclosures and policy documents available on its website, reflecting an emphasis on compliance and transparent client information. The organization positions itself as a coordinated resource for both individuals and small businesses seeking comprehensive, multi-disciplinary financial planning and wealth management.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    The Cabana Group's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    The Cabana Group's revenue is estimated to be in the range of $25M - $50M

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