William S. Borleis

CABIN ADVISORS

Spring Hill, TN

Some features on this profile are disabled

CRD#: 2285245

Professional summary

William Samuel Borleis, who also goes by Bil Borleis, Bill Borleis, H William Borleis Jr, H William Borleis, Herbert William Borleis Jr, is a registered financial advisor currently at CABIN ADVISORS, LLC located in Spring Hill, Tennessee and CABIN SECURITIES, INC. located in Overland Park, Kansas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. William has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 31 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bil Borleis | Bill Borleis | H William Borleis Jr | H William Borleis | Herbert William Borleis Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Samuel Borleis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 2, 2025 - Present

CABIN ADVISORS, LLC

RIA

CRD#: 312547

Spring Hill, TN

Current

April 3, 2025 - Present

CABIN SECURITIES, INC.

Office #1: 6240 W 135th Street Suite 214, Overland Park, KS 66223

CRD#: 137608

Overland Park, KS

Past

December 5, 2022 - May 1, 2025

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

Spring Hill, TN

Past

December 5, 2022 - May 1, 2025

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHICAGO, IL

Past

January 30, 2017 - December 6, 2022

CENTER STREET ADVISORS, INC.

RIA

CRD#: 169329

Nashville, TN

Past

January 27, 2017 - December 6, 2022

CENTER STREET SECURITIES, INC.

CRD#: 26898

NASHVILLE, TN

Past

April 21, 2015 - October 22, 2015

FSC SECURITIES CORPORATION

CRD#: 7461

SPRING HILL, TN

Past

June 30, 2014 - April 17, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPRING HILL, TN

Past

June 30, 2014 - April 17, 2015

LPL FINANCIAL LLC

CRD#: 6413

SPRING HILL, TN

Past

July 14, 2008 - October 14, 2013

COMPASS ADVISORY PARTNERS LLC

RIA

CRD#: 119377

BRENTWOOD, TN

Past

July 10, 2008 - July 1, 2014

FSC SECURITIES CORPORATION

CRD#: 7461

SPRING HILLS, TN

Past

June 22, 2007 - June 5, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

NASHVILLE, TN

Past

March 6, 2007 - June 25, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

BRENTWOOD, TN

Past

December 15, 2006 - February 15, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

BRENTWOOD, TN

Past

March 26, 2004 - November 2, 2006

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BRENTWOOD, TN

Past

October 21, 2002 - November 2, 2006

FSC SECURITIES CORPORATION

CRD#: 7461

BRENTWOOD, TN

Past

February 2, 1999 - October 18, 2002

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

January 30, 1996 - December 31, 1998

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

October 13, 1992 - January 24, 1996

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884

RIA

Registered Investment Advisory firm - (5/29/2025 Approved)

Arizona

Registered Investment Advisory firm - (5/30/2025 Terminated)

California

Registered Investment Advisory firm - (6/29/2025 Terminated)

Indiana

Registered Investment Advisory firm - (6/2/2025 Terminated)

Iowa

Registered Investment Advisory firm - (6/3/2025 Terminated)

Kansas

Registered Investment Advisory firm - (5/30/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (5/30/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/7/2025)

California
(6/10/2025)

Florida
(4/3/2025)

IAR

Florida
(7/28/2025)

Georgia
(4/3/2025)

Maryland
(4/3/2025)

IAR

Tennessee
(4/2/2025)

Tennessee
(4/3/2025)

Wisconsin
(4/3/2025)

IAR

Wisconsin
(7/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2005

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 6/14/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 6

Date: 10/7/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884

RIA

Registered Investment Advisory firm - (5/29/2025 Approved)

Arizona

Registered Investment Advisory firm - (5/30/2025 Terminated)

California

Registered Investment Advisory firm - (6/29/2025 Terminated)

Indiana

Registered Investment Advisory firm - (6/2/2025 Terminated)

Iowa

Registered Investment Advisory firm - (6/3/2025 Terminated)

Kansas

Registered Investment Advisory firm - (5/30/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (5/30/2025 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(913) 933-3351

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOB VONDERHARR 2B BROCHURE (11/13/2025)

LOUVIERE STERLING 2B 2025-10 (10/27/2025)

FORM ADV 2B BROCHURE CHRISTOPHER WOOD (10/13/2025)

CABIN ADVISORS ADV FORM 2 BROCHURE DATED 01-24-2024 (6/6/2025)

BILLY AYCOCK BROCHURE ADV2B (6/6/2025)

MARK ATCHITY FORM ADV BROCHURE (6/6/2025)

WM. BRIAN CANDLER - FORM ADV PART 2B (6/6/2025)

CHARIPAR, ANDREW ADV 2B BROCHURE (6/6/2025)

VINCE NELSON ADV 2B BROCHURE (4/28/2025)

LOGAN COX ADV 2B BROCHURE (4/28/2025)

JAMES SARANDIS ADV 2B BROCHURE (4/28/2025)

BORLEIS, WILLIAM (4/25/2025)

CHRIS PICCIURRO BROCHURE 2B (3/31/2025)

STEINBERG, LARRY CABIN 2B 2022-11 (3/31/2025)

KYLE KLINGER 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 133,637,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William S. Borleis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Samuel Borleis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABIN SECURITIES, INC.

ARETE WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

CENTER STREET ADVISORS, INC.

CENTER STREET SECURITIES, INC.

FSC SECURITIES CORPORATION

LPL FINANCIAL LLC

LPL FINANCIAL LLC

COMPASS ADVISORY PARTNERS LLC

FSC SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

AMERICAN GENERAL SECURITIES INCORPORATED

NEW ENGLAND SECURITIES

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CABIN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2014

Series 63

Date: 10/12/1992

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2005

Series 31

Date: 6/14/2004

Series 6

Date: 10/7/1992

FINRA

Current Firm

CABIN ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CABIN ADVISORS, LLC

TRUST BUT VERIFY

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