AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CW

Christopher M Wood

CABIN ADVISORS
Grapevine, TX
·CRD# 5012775·3 years experience

Professional Summary

Christopher M Wood is a registered financial advisor currently at CABIN ADVISORS, LLC located in Grapevine, Texas and CABIN SECURITIES, INC. located in Overland Park, Kansas. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Christopher has worked at 3 firms and has passed the Series 65, Series 63, Series 82TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

CABIN ADVISORS, LLC·CRD# 312547
RIA
Grapevine, TX
October 7, 2025 - Present
CABIN SECURITIES, INC.·CRD# 137608
BD
6240 W 135th Street Suite 214, Overland Park, KS 66223
April 3, 2025 - Present
ARETE WEALTH MANAGEMENT, LLC·CRD# 44856
BD
Chicago, IL
July 12, 2024 - May 1, 2025

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

CA
CABIN ADVISORS, LLC

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - SEC (5/29/2025 Approved)
Arizona
Registered Investment Advisory firm - Arizona (5/30/2025 Terminated)
California
Registered Investment Advisory firm - California (6/29/2025 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/2/2025 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (6/3/2025 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (5/30/2025 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (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).

Contact Information

Main Address

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

Phone Number

(913) 933-3351

# of Employees

15

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WM. BRIAN CANDLER - FORM ADV PART 2B (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

414

AUM (Assets Under Management)

$220,186,192

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Arno Wealth, LLC; investment related, tax and financial planning services; Rockwall TX 75223 Partner; Start: 12/01/2020; All securities at Arno executed and supervised by Cabin Securities, Inc Member FINRA; All advisory activity supervised through Cabin Advisors LLC Oviedo Medical LLC (OM GPF LLC is a wholly owned subsidiary of Oviedo Medical LLC);investment related; Family office established for real estate, alternative investments and market based securities; no capital raising; Passive ownership through family trust. Linda's Legacy Ltd; Investment Related; Holdings of land and income related to land holdings;� No capital raising; Passive ownership through family trust.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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 - SEC (5/29/2025 Approved)
Arizona
Registered Investment Advisory firm - Arizona (5/30/2025 Terminated)
California
Registered Investment Advisory firm - California (6/29/2025 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/2/2025 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (6/3/2025 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (5/30/2025 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(4/3/2025)
RR
Maryland
(10/16/2025)
RR
Massachusetts
(12/15/2025)
RR
Missouri
(11/11/2025)
RR
New Jersey
(7/11/2025)
RR
New York
(4/3/2025)
RR
Pennsylvania
(1/13/2026)
IAR
Pennsylvania
(1/21/2026)
RR
South Carolina
(4/3/2025)
RR
Texas
(4/3/2025)
IAR
Texas
(10/7/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2024About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jul 2024About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2023About the SIE exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Christopher M Wood's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
CW
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required