Cambria Capital LLC

Cambria Capital, LLC is a Registered Investment Adviser based in Salt Lake City, UT. Established in March 2009, the firm offers personalized portfolio management services to individuals, trusts, retirement plans, and other entities. Cambria's investment strategies include long-term buy and hold, short-term trading, and tactical allocation, tailored to meet client goals such as retirement funding and tax minimization. The firm also manages the Actively Managed Global ETF Strategy and offers the Cambria Armor Series Strategies sub-advised by Equity Armor Investments, LLC. Clients can place restrictions on investments and have access to personal consultations. Cambria charges annual fees based on assets under management, with a range of minimum account sizes. The firm emphasizes regular account reviews and provides monthly or quarterly reports to clients. Cambria does not vote proxies on behalf of clients and has limited custody due to fee deductions. The firm's executives, Gordon McBean, Joel Vanderhoof, and Shane Philbrick, hold various securities licenses and oversee compliance and operations. No additional material conflicts of interest or disclosure events were reported. Clients can request further disciplinary history from state securities departments.