# Chadd Mason

> Chadd Mason is a Fayetteville, Arkansas lawyer, portfolio manager and financial-services founder whose family’s investment loss during the 2000-02 recession pushed him into an intensive second education in markets. He co-founded what became The Cabana Group with law-school friend Louis Shaff, helped develop the CARA allocation algorithm and built Cabana Asset Management around a target-drawdown approach intended to make risk easier for advisers and everyday investors to understand. He remains CEO of Cabana and, according to his current regulatory record, became a partner and wealth advisor at Corient in 2025.

- **Role:** CEO of The Cabana Group and Partner & Wealth Advisor at Corient
- **Organizations:** The Cabana Group, Cabana Asset Management, Corient, Mason Law Firm, Cabana Law Group
- **From:** El Dorado, United States
- **Nationality:** American
- **Education:** B.A. in Psychology, University of Arkansas, Juris Doctor, University of Denver Sturm College of Law, LL.M. in Financial Services and Wealth Management, summa cum laude, Thomas Jefferson School of Law
- **Known for:** Co-founded Cabana Asset Management and developed its risk-based Target Drawdown approach with a small quantitative team., Led Cabana when it ranked No. 1 and No. 2 in Financial Advisor magazine’s 2018 and 2019 growth survey, respectively., Led the firm past $1 billion in reported advisory assets under management in 2020.

## Career timeline

- **1993** — Began practicing law in Northwest Arkansas and was admitted to the Arkansas bar.
- **1995** — Opened his own law practice after beginning at Martin, Trumbo and Sterling.
- **2003** — Turned intensively toward investment education after his family suffered a large inheritance loss in the 2000-02 recession.
- **2005** — Started a hedge fund with law-school friend Louis Shaff.
- **2007** — Converted the venture into a registered investment adviser and founded the business that became Cabana Asset Management.
- **2008** — A small team released the CARA allocation algorithm after years of development and testing.
- **2011-2012** — Served an appointed term as an Arkansas circuit judge.
- **2013** — Earned an LL.M. in Financial Services and Wealth Management, summa cum laude.
- **2017** — The Cabana Group moved its headquarters into an E. Fay Jones-designed building in downtown Fayetteville.
- **2018** — Cabana ranked No. 1 in Financial Advisor magazine’s Top 50 Fastest-Growing Firms survey.
- **2019** — Cabana acquired Fund Architects, bringing reported assets under management to about $850 million; it ranked No. 2 in the same Financial Advisor survey.
- **2020** — CI Financial became the largest shareholder in Cabana and the firm reported more than $1.1 billion in assets under management.
- **2021** — The Cabana Group appeared on the Inc. 5000 at No. 921 with a reported three-year growth rate of 524%.
- **2025** — Became a partner and wealth advisor at Corient while continuing as CEO and investment adviser representative at Cabana.

## Achievements

- Co-founded Cabana Asset Management and developed its risk-based Target Drawdown approach with a small quantitative team.
- Led Cabana when it ranked No. 1 and No. 2 in Financial Advisor magazine’s 2018 and 2019 growth survey, respectively.
- Led the firm past $1 billion in reported advisory assets under management in 2020.
- Completed a Master of Laws in Financial Services and Wealth Management summa cum laude in 2013.
- Served an appointed term as an Arkansas circuit judge from 2011 through 2012.
- The Cabana Group appeared on the Inc. 5000 in 2018, 2019 and 2021.

## Latest updates

- **2025-10** — Cabana updated its client disclosure to describe common ownership and affiliation with Corient; Cabana reported approximately $576.7 million in discretionary regulatory assets under management as of June 30, 2025.
- **2025-06** — Published a market commentary emphasizing simplicity amid geopolitical conflict and uncertainty.
- **2025-05** — Regulatory records show approved investment adviser representative registrations with Corient in Arkansas and Texas.
- **2025-03** — Began serving as a partner and wealth advisor at Corient while retaining Cabana roles, according to his current adviser record.

## Links

- Website: https://thecabanagroup.com
- LinkedIn: https://www.linkedin.com/in/gchaddmason
- Twitter/X: https://twitter.com/thecabanagroup
- Instagram: https://www.instagram.com/cabanagroup/
- Facebook: https://www.facebook.com/TheCabanaGroup/

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Profile page: https://yespress.io/chadd-mason
Published by YesPress — https://yespress.io
Last updated: 2026-08-27