Michael B. Stalcup

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CRD#: 4024498

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Brandon Stalcup, who also goes by Brandon Stalcup, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1999. Michael had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Brandon Stalcup

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.

OWNER - RENTAL PROPERTY - HINSON INVESTMENTS LLC IN LITTLE ROCK, AR - 0 SECURITIES TRADING HOURS WEEKLY, 1 NON SECURITIES TRADING HOURS WEEKLY, START DATE 9/2005 assistant - Arkansas Academy of Dance - 2 hours non securities - since 1/2001 INDEPENDENT INSURANCE AGENT - FROM BUSINESS ADDRESS- DENTAL AND GROUP DISABILITY INCOME, DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE -2 HOURS SECURITIES- SINCE 10/2013-

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 19, 2018 - July 29, 2024

CABANA ASSET MANAGEMENT

RIA

CRD#: 151418

Little Rick, AR

Past

July 28, 2017 - November 29, 2018

MAGANN CAPTIAL CORP.

RIA

CRD#: 162713

Little Rock, AR

Past

April 21, 2017 - July 19, 2019

TRUTORO

CRD#: 169291

Little Rock, AR

Past

March 25, 2017 - April 26, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LITTLE ROCK, AR

Past

March 25, 2017 - April 26, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

LITTLE ROCK, AR

Past

December 3, 2008 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

LITTLE ROCK, AR

Past

November 13, 2008 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LITTLE ROCK, AR

Past

January 23, 2003 - January 12, 2007

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

LITTLE ROCK, AR

Past

September 26, 2001 - January 12, 2007

ARVEST WEALTH MANAGEMENT

CRD#: 42057

LITTLE ROCK, AR

Past

October 19, 1999 - May 31, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 19, 1999 - May 31, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, 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".

CABANA ASSET MANAGEMENT

CRD#: 151418 / SEC#: 801-108439

RIA

Registered Investment Advisory firm - (9/30/2016 Approved)

Arkansas

Registered Investment Advisory firm - (10/4/2016 Terminated)

Colorado

Registered Investment Advisory firm - (10/5/2016 Terminated)

Florida

Registered Investment Advisory firm - (10/4/2016 Terminated)

Louisiana

Registered Investment Advisory firm - (10/18/2016 Terminated)

Texas

Registered Investment Advisory firm - (10/4/2016 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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/22/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/1999

General Securities Representative Examination

Current Firm

CABANA ASSET MANAGEMENT

CRD#: 151418 / SEC#: 801-108439

RIA

Registered Investment Advisory firm - (9/30/2016 Approved)

Arkansas

Registered Investment Advisory firm - (10/4/2016 Terminated)

Colorado

Registered Investment Advisory firm - (10/5/2016 Terminated)

Florida

Registered Investment Advisory firm - (10/4/2016 Terminated)

Louisiana

Registered Investment Advisory firm - (10/18/2016 Terminated)

Texas

Registered Investment Advisory firm - (10/4/2016 Terminated)

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Contact information

Main Address

220 S. School Ave., Fayetteville, AR 72701

Mailing Address

Phone number

(479) 442-6464

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CABANA ASSET MANAGEMENT DISCLOSURE BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts	425
AUM (Assets Under Management)	$ 576,705,000

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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Advisor Monitoring

Firm Stability Insights

Michael B. Stalcup

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MAGANN CAPTIAL CORP.

TRUTORO

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CABANA ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/22/1999

SIE

Date: 10/1/2018

Series 7

Date: 10/18/1999

Current Firm

CABANA ASSET MANAGEMENT

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CABANA ASSET MANAGEMENT

TRUST BUT VERIFY

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