Unclaimed Profile

Shane Robert Philbrick

CAMBRIA CAPITAL, LLC·SALT LAKE CITY, Utah

SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 27, Series 34, Series 52TO, Series 53, Series 57TO, Series 66, Series 79TO, Series 82TO, Series 87, Series 99TOClean record22 years registeredCAMBRIA CAPITAL, LLC

488 E. WINCHESTER STREET, SALT LAKE CITY, UT 84107CRD# 4584693Firm CRD# 133760

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane Robert Philbrick · SALT LAKE CITY, UT

Registration

CRD #4584693 · CAMBRIA CAPITAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMBRIA CAPITAL, LLC

CAMBRIA CAPITAL LLC

Apr 2009 – Dec 2024

SALT LAKE CITY, UT

WACHOVIA SECURITIES, LLC

Dec 2005 – Jun 2007

SALT LAKE CITY, UT

EAGLE GATE SECURITIES,INC.

Aug 2003 – Dec 2005

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 14

Series 24

Series 27

Series 34

Series 52TO

Series 53

Series 57TO

Series 66

Series 79TO

Series 82TO

Series 87

Series 99TO

Registration record

First registered · August 18, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIA CAPITAL, LLC

CRD 133760 · SEC 801-112108

AUM

$11M

Regulatory assets under management

Employees

158 client accounts

Services offered by CAMBRIA CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAMBRIA CAPITAL, LLC →

Introduction

Speak with Shane Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Shane Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Shane Robert Philbrick offer?

Shane Robert Philbrick specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Shane Robert Philbrick's credentials?

Shane Robert Philbrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane Robert Philbrick located?

Shane Robert Philbrick is based in SALT LAKE CITY, Utah, last registered with CAMBRIA CAPITAL, LLC.

How does Shane Robert Philbrick charge for services?

Shane Robert Philbrick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIA CAPITAL, LLC?

CAMBRIA CAPITAL, LLC has approximately 17 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →