CW
Christopher M. Wood
CABIN ADVISORS
Grapevine, TX
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CRD#: 5012775
CW
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.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher M Wood's 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®
NoneExperience
Current
October 7, 2025 - Present
CABIN ADVISORS, LLC
RIA
CRD#: 312547
Grapevine, TX
Current
April 3, 2025 - Present
CABIN SECURITIES, INC.
Office #1: 6240 W 135th Street Suite 214, Overland Park, KS 66223BD
CRD#: 137608
Overland Park, KS
Past
July 12, 2024 - May 1, 2025
ARETE WEALTH MANAGEMENT, LLC
BD
CRD#: 44856
CHICAGO, IL
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
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 7/12/2024
Limited Representative-Private Securities OfferingsGeneral Industry/Product 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)Upgrade to AdvisorCheck Premium
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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 (35 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 561 |
| AUM (Assets Under Management) | $ 133,637,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
