# Cabana Asset Management

Cabana Asset Management is an Asset Manager based in Fayetteville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Fayetteville, United States
- **Region:** North America
- **Address:** Fayetteville, AR, United States
- **Founded:** 2016
- **Assets under management:** ~$150M (Altss estimate)
- **Website:** cabanaasset.com
- **LinkedIn:** https://www.linkedin.com/company/thecabanagroup

## Regulatory record

- **CRD number:** 151418
- **SEC file number:** 801-108439
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151418

## About

We believe in a better, simpler, more confident way to invest and plan. | 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.

## Sectors

- Hedge Funds
- Secondaries & Special Situations

## People

- Charles Edward Lance — CEO & Chief Investment Officer

## Questions

### Who runs investment decisions at Cabana Asset Management?

Charles Edward Lance is the CEO, Chief Investment Officer, and sole named portfolio architect. Lance sets the parameters of the firm's 'Volatility Navigator' risk-overlay model daily and has final authority over all sleeve allocations. The firm's investment committee is small and centralized around his methodology.

### What is the 'Seven Sleeves' structure Cabana uses?

The Seven Sleeves are seven independent sub-portfolios — each a distinct hedged-equity or fixed-income strategy — that together form the firm's flagship offering. Each sleeve targets a specific risk/return band, and the aggregate portfolio holds approximately 400 ETF and equity positions. The sleeves are rebalanced daily based on the output of the firm's proprietary risk-overlay model.

### How does Cabana control portfolio drawdowns?

Cabana uses a backward-looking volatility model that adjusts equity beta across sleeves daily — scaling up or down based on realized market volatility rather than forward forecasts. The model publishes a daily drawdown probability cone for each sleeve, and the firm's central claim is that the risk management process, not individual security selection, drives the majority of returns.

### Does Cabana Asset Management run separate funds or manage separate accounts?

Cabana primarily distributes its strategies through sub-advisory relationships with independent RIAs, alongside direct separate accounts for high-net-worth and mass-affluent clients. The firm's architecture is built around the 'Target Drawdown Professional' model — a rules-based account that can be white-labeled by advisor partners.

### Where does Cabana invest geographically?

Cabana invests primarily in US large-cap equities and fixed-income via ETFs, with secondary exposure to international developed-market instruments. The portfolio sleeve composition is historically dominated by domestic instruments, reflecting the model's emphasis on liquid, transparent markets where the risk-overlay signals are most reliable.

### How transparent is Cabana about its allocation model?

Unusually for a firm of its size, Cabana publishes a daily dashboard showing the current sleeve exposures and forward drawdown probability cone for its flagship strategy. The firm treats this transparency as a structural differentiator — the investment logic is intentionally public, which functions both as a risk-management discipline and a client-retention mechanism.

## Related profiles

- [Clark Financial](https://altss.com/profile/clark-financial-llc)
- [Hazard & Siegel Advisory Services](https://altss.com/profile/hazard-and-siegel-advisory-services-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cabana-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology