|
⚲
|
| Cardinal Advisers LLC
✚
|
|
|---|---|
| CRD # | 284465 |
| SEC # | 801-135017 |
| CIK # | |
| AUM | $118.5 M (2026-01-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 786-216-7547 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 6.3 |
| (b) Individuals (high net worth individuals) | 14 | 112.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 118.5 |
| By Discretionary | ||
| Discretionary | 57 | 118.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 57 | 118.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 113.3 | |
| United States Persons | 5.2 | |
| Total | 57 | 118.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Singer Wealth Management LLC
✚
|
0.1 | |
|
Baer Investment Advisory LLC
✚
|
0.1 | |
|
Ridgegate Advisors LLC
✚
|
CO | 0.1 |
|
Riley S Crosbie Advisory LLC
✚
|
UT | 0.1 |
|
Charmarline Wealth Management LLC
✚
|
VA | 0.1 |
|
Northfort Financial LLC
✚
|
0.1 | |
|
Brian Joyce LLC
✚
|
0.1 | |
|
Sandhill Wealth Management Inc
✚
|
FL | 0.1 |
|
The Financial Discovery Group Inc
✚
|
GA | 0.1 |
|
Staib Financial Planning LLC
✚
|
0.1 |