IS
IS

Ian James Scobie

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
345 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$634.4M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

220 S. School Ave., Fayetteville, AR, 72701

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ian works as an office manager for Patrick S Scobie PC, a law firm, since 2019. This non-investment related activity takes up approximately 60 hours per month, all during securities trading hours.

Employment History
Current Registrations
Cabana Asset Management
November 2019 - Present · 6 yrs 3 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.