Lee Audry Goss

Employer firm

Cabin Advisors, LLC CRD 312547

$220M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 12/2022
  Claraphi Advisory Network, Llc
  Laguna Hills, CA
• 01/2005 → Present
  Goss & Company, An Accountancy Corporation
  South Pasadena, CA
• 04/2023 → Present
  Cabin Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-12-16 → 2022-12-22
  Claraphi Advisory Network, Llc
  South Pasadena, CA
  Aliso Viejo, CA

Other Businesses

CPA and the owner of Goss & Company, An Accountancy Corporation. Not Investment Related. Advisory services offered and supervised through Cabin Advisors, LLC.

Other Names

• Leeaudry Goss
• Lee A Goss