Cambria Capital, LLC is a registered investment advisor and broker-dealer based in Salt Lake City, Utah. Cambria offers personalized portfolio management, active exchange-traded fund strategies, custom portfolios created by investment advisor representatives, and access to third-party investment platforms like Envestnet, Zacks Investment Management, and The Pacific Financial Group. The firm also offers specialized risk-managed strategies sub-advised by Equity Armor Investments. Cambria's investment process involves profiling client goals, risk tolerances, and objectives to construct portfolios containing individual stocks, bonds, options, mutual funds, exchange-traded products, and variable insurance products. Portfolios are reviewed at least quarterly and rebalanced as needed. Cambria operates as a sponsor of several wrap fee programs where an annual fee covers investment advisory services, asset management, and trading costs. The firm caters to individuals, high-net-worth individuals, trusts, retirement plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees vary by program. Standard schedule shown. Wrapped programs such as Cambria Armor Series and Zacks range from 2.00% down to 1.45%. Fees are negotiable in certain cases and paid in advance or arrears depending on the program.