Aaron Graff

CABIN ADVISORS

Laguna Niguel, CA 92677

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CRD#: 8084629

Professional summary

Aaron Graff is a registered financial advisor currently at CABIN ADVISORS, LLC located in Laguna Niguel, California and CABIN SECURITIES, INC. located in Laguna Niguel, California.

Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Aaron has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Graff'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

July 6, 2026 - Present

CABIN ADVISORS, LLC

Office #1: 30011 Ivy Glenn Dr #220, Laguna Niguel, CA 92677

RIA

CRD#: 312547

Laguna Niguel, CA

Current

November 11, 2025 - Present

CABIN SECURITIES, INC.

Office #1: 30011 Ivy Glenn Drive #220, Laguna Niguel, CA 92677

CRD#: 137608

Laguna Niguel, CA

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

California
(7/6/2026)

IAR

California
(7/6/2026)

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 66

Date: 7/1/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/11/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/23/2025

Securities Industry Essentials 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)

PREMIUM

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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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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Aaron Graff

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Graff's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABIN ADVISORS, LLC

CABIN SECURITIES, INC.

Primary Firm SEC Registration

CABIN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2026

Series 7TO

Date: 11/11/2025

SIE

Date: 7/23/2025

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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