Insights

Integrated Financial Solutions The Cabana Group offers a comprehensive suite of services including wealth management, tax and estate planning, legal counsel, insurance, and risk management under one roof. This integrated approach presents cross-selling opportunities for financial products, legal services, and insurance, making it attractive for clients seeking all-in-one financial solutions.

Target Small and Mid-Sized Clients With a focus on serving individuals and small businesses across multiple states, The Cabana Group is positioned to expand its client base in underserved market segments. Outreach and tailored marketing efforts toward small business owners and affluent individuals could generate new growth opportunities.

Technology Adoption Utilizing a tech stack that includes cloudflare, Google Analytics, and PHP indicates openness to digital engagement and data-driven strategies. Offering advanced online services, platforms, or personalized digital financial planning tools could enhance client engagement and attract tech-savvy prospects.

Growth Potential in Wealth Management With revenue in the $25 million to $50 million range and a specialized team of professionals, there is significant potential to grow assets under management. Developing targeted campaigns around portfolio construction and personalized investment strategies can attract high-net-worth clients seeking holistic financial planning.

Regional Expansion Opportunities Operating from offices in Arkansas, Texas, and Colorado provides a platform for regional expansion into expanding markets within the United States. Strategic outreach to neighboring states or markets with high small business activity could diversify the client portfolio and increase revenue streams.

The Cabana Group Tech Stack

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

  • Cloudflare
    Content Management System
  • FancyBox
    Javascript Libraries
  • Priority Hints
    Performance
  • Flywheel
    Platform As A Service
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

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.

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 December 2025, The Cabana Group has approximately 18 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Ceo And Co-Founder: G. C. M.Chief Executive Officer: C. M.Cfo, Co-Founder: L. A. S.. 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 CloudflareFancyBoxPriority HintsFlywheelPHPGoogle AnalyticsGoDaddyjQuery 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

Financial ServicesArkansas, United States11-50 Employees

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 www.thecabanagroup.com 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

Section iconCompany Overview

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

Section iconMedia & News

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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