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Casey Mattox

Cabana Asset Management

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About Casey Mattox

Casey Mattox is an Investment Advisor Representative with Cabana Asset Management and is currently registered with the states of Arkansas, Florida and Georgia. Casey has been in the industry since 2012 and has a Series 65 license. Casey's areas of expertise include portfolio management for individuals, businesses and pooled investment vehicles. Casey also provides sub-advisory services for other advisors. In addition to Casey's role with Cabana Asset Management, Casey also is an Independent Insurance Agent.

Firm Information

Casey Mattox is currently registered with Cabana Asset Management. Cabana Asset Management is an investment advisor headquartered in Fayetteville, Arkansas, managing over $738.65 million in assets. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, and provide sub-advisory services for other advisors. The firm caters to a diverse client base, including individuals, high-net-worth individuals, corporations, investment companies, CITs, and other investment advisors.
Cabana Asset Management

220 S. SCHOOL AVE.

FAYETTEVILLE, AR 72701

$738.65M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other advisers

Sub-advisory services for other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Mattox’s Registration & Firm History

AR

03/01/2024 - Present

Cabana Asset Management (FAYETTEVILLE AR)

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Licenses & Designations

IA

Issued 12/10/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Mattox.
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