Cambria Capital, LLC (Salt Lake City)

Name: Cambria Capital, LLC
Address: 488 E. Winchester Street, Salt Lake City, UT, 84107
Telephone: 801-320-9606

Cambria Capital, LLC is an adviser based in Salt Lake City. It manages $11.09 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.

Cambria Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and refer client to other third-party asset managers on a non-discretionary basis. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cambria Capital: assets under management

The assets under management (AUM) of Cambria Capital, LLC is $11.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 208% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.22 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cambria Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Joel Michael Vanderhoof serves?

The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Joel Michael Vanderhoof is individuals with 156 clients and $9.76 million of assets under management. Among the 3 most similar advisory firms, Cambria Capital has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $11.09 million for 158 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cambria Capital doesn't advise any private funds.

Careers at Cambria Capital, LLC

The company employs 20 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Joel Michael Vanderhoof has been acting as President since 1 Mar 2017. Sean Christopher Lawson joined the executive team most recently as the Chief Compliance Officer, Aml Co.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cambria Asset Management	Managing member and sole owner	1 Jul 2004	75% - 100%	83-0402652
Shane Robert Philbrick	Finop, cfo, coo	1 Jun 2007	Other	4584693
Joel Michael Vanderhoof	President	1 Mar 2017	Other	4152196
Sean Christopher Lawson	Chief compliance officer, aml-co	1 Mar 2017	Other	2536371
William Gordon Mcbean	Ceo	1 Mar 2017	Other	1901190

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Joel Michael Vanderhoof	President	1 Oct 2006	25% - 50%	4152196

Based in Salt Lake City

The principal office where Cambria Capital, LLC performs its advisory services is located at 488 E. Winchester Street, Salt Lake City, UT 84107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-320-9606 or by fax 801-320-9610. The normal business hours are 7am to 4pm on Monday - Friday. You can find more information about the New York firm at cambriacapital.com.