Mark Atchity is a registered investment advisor at Cabin Advisors, LLC, based in Overland Park, KS, with 29 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 166 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cabin Advisors offers several investment management programs:
- Rep as Manager Program: Representatives manage accounts individually. Fees are negotiated but cannot exceed 2% annually.
- Monitoring of Investments: Representatives monitor variable annuities, 401(k)s, and other plans. Fees are negotiated but cannot exceed 1.5% annually, plus a quarterly administrative fee of up to $7.25. There may be an additional $25 per quarter for accounts held away.
- Unified Managed Account Program: Representatives provide ongoing investment advice and allocate assets among models, mutual funds, and ETFs. Fees are negotiated but cannot exceed 2% annually, plus a monthly administrative fee of up to $7.25.
Location
6240 W. 135th Street, Suite 214, Overland Park, KS, 66223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Cabin Securities, INC.Broker
Jcc Capital Markets, LLCBroker
Previous Registrations
Arete Wealth Management, LLCBroker
Ari Financial Services, INC.Broker
Tnp Securities, LLCBroker
Ari Financial Services, INC.Broker
First Securities USA, INC.Broker
Brookstreet Securities CorporationBroker
Cruttenden Roth IncorporatedBroker
Texas Capital Securities, INC.Broker
State Registrations51 states
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.