Unclaimed Profile

William Gordon Mcbean

CAMBRIA CAPITAL, LLC·SALT LAKE CITY, Utah

SIE, Series 3, Series 7, Series 24, Series 27, Series 63, Series 66, Series 87, Series 99TOCFAClean record21 years registeredCAMBRIA CAPITAL, LLC

488 E. WINCHESTER STREET, SALT LAKE CITY, UT 84107CRD# 1901190Firm CRD# 133760

Profile Verification

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

Identity

William Gordon Mcbean · SALT LAKE CITY, UT

Registration

CRD #1901190 · CAMBRIA CAPITAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMBRIA CAPITAL, LLC

CAMBRIA CAPITAL LLC

Mar 2017 – Dec 2024

Laguna Beach, CA

EURO PACIFIC CAPITAL, INC.

May 2010 – May 2015

NEWPORT BEACH, CA

ROTH CAPITAL PARTNERS, LLC

May 2005 – Aug 2008

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 27

Series 63

Series 66

Series 87

Series 99TO

Registration record

First registered · May 20, 2005

Years registered · 21

Professional designation · CFA

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

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Frequently Asked Questions

What services does William Gordon Mcbean offer?

William Gordon Mcbean specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are William Gordon Mcbean's credentials?

William Gordon Mcbean holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Gordon Mcbean located?

William Gordon Mcbean is based in SALT LAKE CITY, Utah, last registered with CAMBRIA CAPITAL, LLC.

How does William Gordon Mcbean charge for services?

William Gordon Mcbean'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.

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