LS
LS

Louis Abraham Shaff

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
520 advisors
Number of Clients
25,061 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$143.6B

Fee Structure

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Location

5560 Tennyson Parkway, Suite 260, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Louis is the CFO of The Cabana Group, LLC, a holding company, and spends about 10-20% of his time there. He also works at Hesse, Hesse & Blythe PC for a few hours per week, is an IAR at Cabana Asset Management (spending about 10-20% of his time), and is a partner and wealth advisor at Corient Private Wealth (nearly full-time).

Employment History
Current Registrations
Corient
May 2025 - Present · 9 mos
Cabana Asset Management
August 2012 - Present · 13 yrs 6 mos
State Registrations2 states
ARTX
Advisor
Exams
No exam information available for this advisor.