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BA

Billy J. Aycock

CABIN ADVISORS
Nashville, TN
Some features on this profile are disabled
CRD#: 4069907
BA

Professional summary


Billy James Aycock is a registered financial advisor currently at CABIN ADVISORS, LLC located in Nashville, Tennessee and CABIN SECURITIES, INC. located in Overland Park, Kansas.

Billy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Billy has worked at 11 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Aycock Wealth Management, (DBA) Owner. Since April 2013. Financial Advisor, fixed annuities, life and disability insurance, health insurance, VA's, REITS, Mutual Funds. Advisory activities through Cabin Advisors, LLC. All securities activities mentioned above are supervised by Cabin Securities, Inc. Member FINRA Owner / Landlord of Rental Property since 9/2023. 2 hrs./month. Repeat Stays LLC; 945 S Woodstone Ln, Nashville Tennessee, 37211; owner; vacation lodging property management; 40 hours per month during trading hours. Start date 7/24/2023. Hazel's Heroes; Since August 2025; Nashville Tennessee; President; Personal charitable organization for children with type 1 diabetes; not investment related

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Billy James Aycock'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

December 13, 2023 - Present

CABIN ADVISORS, LLC

RIA
CRD#: 312547
Nashville, TN
Current

December 13, 2023 - Present

CABIN SECURITIES, INC.

Office #1: 6240 W 135th Street Suite 214, Overland Park, KS 66223
BD
CRD#: 137608
Overland Park, KS
Past

March 31, 2023 - December 12, 2023

ARETE WEALTH ADVISORS, LLC

RIA
CRD#: 145488
Nashville, TN
Past

March 10, 2021 - December 31, 2021

ARETE WEALTH ADVISORS, LLC

RIA
CRD#: 145488
Nashville, TN
Past

March 8, 2021 - December 31, 2021

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
Nashville, TN
Past

January 29, 2015 - June 27, 2023

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
Nashville, TN
Past

September 26, 2013 - January 29, 2015

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
NASHVILLE, TN
Past

April 29, 2013 - December 1, 2023

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
Nashville, TN
Past

July 28, 2005 - December 4, 2012

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

September 5, 2003 - May 3, 2005

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

December 16, 2002 - May 12, 2003

QUICK & REILLY, INC.

RIA
CRD#: 11217
NASHVILLE, TN
Past

September 9, 2002 - May 12, 2003

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

July 20, 2001 - August 21, 2002

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NASHVILLE, TN
Past

June 1, 2001 - August 21, 2002

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 6, 2000 - April 25, 2001

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY

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".
CA
CABIN ADVISORS, LLC
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)

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.
RR
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

RR
Alabama
(12/13/2023)
RR
Arizona
(12/13/2023)
RR
Arkansas
(12/13/2023)
RR
California
(12/13/2023)
RR
Colorado
(12/13/2023)
RR
Florida
(12/13/2023)
RR
Georgia
(12/13/2023)
RR
Illinois
(12/13/2023)
RR
Indiana
(12/13/2023)
RR
Maryland
(12/13/2023)
RR
Michigan
(12/13/2023)
RR
Minnesota
(12/13/2023)
RR
Mississippi
(12/13/2023)
RR
New Hampshire
(2/7/2024)
RR
New Jersey
(12/13/2023)
RR
New York
(12/13/2023)
RR
North Carolina
(12/13/2023)
RR
Ohio
(12/13/2023)
RR
Oklahoma
(12/13/2023)
RR
South Carolina
(12/13/2023)
RR
Tennessee
(12/13/2023)
IAR
Tennessee
(12/13/2023)
RR
Texas
(12/13/2023)
RR
Washington
(12/13/2023)
RR
Wisconsin
(12/13/2023)
RR
Wyoming
(12/13/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/13/2003
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CA
CABIN ADVISORS, LLC
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
14

SEC notice filing (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts561
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.

Company Information


CABIN ADVISORS, LLC

CRD#: 312547Nashville, TN

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