Billy James Aycock

Cabin Advisors, LLC

24 Years of Experience

9 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Cabin Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

166 clients

Average Client Portfolio

$805K average

Assets Under Management

$133.6M

Location

6240 W. 135th Street, Suite 214, Overland Park, KS, 66223

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History

Regulatory History (9)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2024

Pending

Customer Dispute

April 2024

Settled

Customer Dispute

March 2024

Settled

Customer Dispute

February 2024

Settled

Customer Dispute

February 2024

Settled

Customer Dispute

January 2024

Settled

Customer Dispute

January 2024

Settled

Customer Dispute

January 2024

Settled

Customer Dispute

January 2024

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Billy is the owner of Aycock Wealth Management, offering financial advice and selling fixed annuities, life, disability, and health insurance, VAs, REITs, and mutual funds. He also owns rental property and Repeat Stays LLC, a vacation lodging property management company, dedicating about a quarter of his time to the latter.