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| Happy Holidays!! thanks for using AUM13F!! |
| Cardea Capital Advisors LLC
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| CRD # | 307600 |
| SEC # | 801-118445 |
| CIK # | |
| AUM | $105.8 M (2025-03-28) |
| Employees | 10 (70% Investors, 10% Brokers) |
| Phone | 770-977-7779 |
| Address | 2520 Northwinds Parkway Alpharetta, GA 30009 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 57.5 |
| (b) Individuals (high net worth individuals) | 22 | 48.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 374 | 105.8 |
| By Discretionary | ||
| Discretionary | 365 | 104.5 |
| Non-Discretionary | 9 | 1.3 |
| Total | 374 | 105.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.8 | |
| Total | 374 | 105.8 |
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|---|---|---|
|
Shepherd Street Advisors LLC
✚
|
CA | 0.1 |
|
Compass Capital Management LLC
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OK | 0.1 |
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MO | 0.1 |
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CA | 0.1 |
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0.1 | |
|
Gainspoletti Wealth Planners Advisory LLC
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MS | 0.1 |
|
Coordinated Wealth Management LLC
✚
|
TN | 0.1 |
|
Strategic Foresight Investments LLC
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DE | 0.1 |
|
People MAKE the Difference Inc
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AL | 0.1 |
|
Revalue LLC
✚
|
MI | 0.1 |