|
⚲
|
| Cardea Capital Group Inc
✚
|
|
|---|---|
| CRD # | 311932 |
| SEC # | 801-120046 |
| CIK # | |
| AUM | $2.6 BB (2023-03-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 770-977-7779 |
| Address | 3350 Riverwood Parkway Atlanta, GA 30339 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 3.3 |
| By Discretionary | ||
| Discretionary | 102 | 0.1 |
| Non-Discretionary | 21 | 3.1 |
| Total | 123 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 2.4 | |
| Total | 123 | 3.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McInroy & Wood Limited
✚
|
2.7 | |
|
Valor Advisors LLC
✚
|
FL | 2.7 |
|
Pine Ridge Advisers LLC
✚
|
NY | 2.7 |
|
Money Concepts Capital Corp
✚
|
FL | 2.6 |
|
Evensky & Katz LLC
✚
|
FL | 2.6 |
|
G W Henssler & Associates Ltd
✚
|
GA | 2.6 |
|
Tectonic Advisors LLC
✚
|
TX | 2.6 |
|
Coastal Bridge Advisors LLC
✚
|
CT | 2.6 |
|
Sagewood Asset Management LP
✚
|
NY | 2.6 |
|
Johnson Sterling Inc
✚
|
AL | 2.6 |