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Taylor Murphy Woodard

Cabana Asset Management

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About Taylor Murphy Woodard

Taylor Woodard is an investment advisor representative with Cabana Asset Management. Taylor has been registered as an Investment Advisor Representative since 2020 and is currently licensed in Arkansas, Florida, and Texas. Taylor holds a Series 65 license and has experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Taylor is also a licensed insurance producer and a realtor. Taylor is committed to helping clients achieve their financial goals.

Firm Information

Taylor Woodard 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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Taylor Woodard’s Registration & Firm History

AR

12/17/2023 - Present

Cabana Asset Management (FAYETTEVILLE AR)

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Licenses & Designations

IA

Issued 06/25/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Murphy Woodard.
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