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Mark Atchity

Cabin Advisors, LLC
29 Years of Experience
Overland Park, KS
4 DisclosuresBroker
View SEC Summary
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Mark Atchity is a registered investment advisor at Cabin Advisors, LLC, based in Overland Park, KS, with 29 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 414 clients with $220M in assets under management.

Cabin Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
414 clients
Average Client Portfolio
$532K average
Assets Under Management
$220.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6240 W. 135th Street, Suite 214, Overland Park, KS, 66223

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2026
Pending
Customer Dispute
July 2026
Pending
Customer Dispute
April 2026
Pending
Customer Dispute
September 2007
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark is the CEO of JCC Capital Markets, LLC, involved in investment banking, mergers and acquisitions, and private placements. He is also the Chief Compliance Officer at Cabin Securities Inc. and a Managing Partner at Cabin Advisors LLC, both investment-related roles.

Employment History
Current Registrations
Cabin Advisors, LLC
July 2022 - Present · 4 yrs 3 mos
Cabin Securities, INC.Broker
September 2013 - Present · 13 yrs 1 mo
Jcc Capital Markets, LLCBroker
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Arete Wealth Management, LLCBroker
October 2013 - February 2016 · 2 yrs 4 mos
Ari Financial Services, INC.Broker
February 2010 - April 2010 · 2 mos
Tnp Securities, LLCBroker
September 2009 - July 2012 · 2 yrs 10 mos
Ari Financial Services, INC.Broker
January 2009 - August 2009 · 7 mos
First Securities USA, INC.Broker
October 2003 - November 2005 · 2 yrs 1 mo
Brookstreet Securities CorporationBroker
October 1995 - July 2007 · 11 yrs 9 mos
Cruttenden Roth IncorporatedBroker
July 1995 - August 1995 · 1 mo
Texas Capital Securities, INC.Broker
March 1995 - July 1995 · 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Mark Atchity - Financial Advisor | TrueAdvisor