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| Cardea Capital Advisors LLC
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|
|---|---|
| CRD # | 307600 |
| SEC # | 801-118445 |
| CIK # | |
| AUM | $83.8 MM (2023-03-29) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 770-977-7779 |
| Address | 3350 Riverwood Parkway Atlanta, GA 30339-3350 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 58.1 |
| (b) Individuals (high net worth individuals) | 17 | 33.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 91.9 |
| By Discretionary | ||
| Discretionary | 90 | 91.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 91.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 91.9 | |
| United States Persons | 0.0 | |
| Total | 90 | 91.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Stanich Group LLC
✚
|
NY | 0.1 |
|
Compass Retirement Group LLC
✚
|
MO | 0.1 |
|
Wealthmark LLC
✚
|
WA | 0.1 |
|
Conscious Capital Wealth Management LLC
✚
|
NY | 0.1 |
|
Econologics Financial Advisors LLC
✚
|
FL | 0.1 |
|
Sage Tree Wealth Inc
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|
NY | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
Hahn Financial Group Inc
✚
|
SD | 0.1 |
|
CLPF LLC
✚
|
NY | 0.1 |