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| Cardinal Point Capital Management ULC
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|---|---|
| CRD # | 140619 |
| SEC # | 801-66719 |
| CIK # | 0001950841 |
| AUM | 4.8 B (2026-04-21) |
| Employees | 56 (43% Investors, 0% Brokers) |
| Phone | 866-213-2036 |
| Address | 3280 Bloor Street West, Centre Tower Toronto on, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 69.8 | ||
| Royal Bank of Canada | 39.8 | ||
| Alphabet Inc | 37.7 | ||
| Toronto Dominion Bank | 34.7 | ||
| Bank of Montreal /Can/ | 31.0 | ||
| Nvidia Corp | 30.8 | ||
| iShares Comex Gold Trust | 22.3 | ||
| J P Morgan Chase & Co | 20.0 | ||
| Suncor Energy Inc | 19.9 | ||
| Manulife Financial Corp | 18.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,041 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,134 | 3.6 |
| (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 | 17 | 0.1 |
| (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 | 195 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 8,857 | 4.8 |
| By Discretionary | ||
| Discretionary | 8,826 | 4.8 |
| Non-Discretionary | 31 | 0.0 |
| Total | 8,857 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 1.6 | |
| Total | 8,857 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950841] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 254900DXR78UI1IIWP98 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Madison Asset Management LLC
✚
|
WI | 4.9 B |
|
Heritage Wealth Advisors LLC
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|
VA | 4.9 B |
|
Chicago Capital LLC
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|
IL | 4.8 B |
|
Sowell Financial Services LLC
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AR | 4.8 B |
|
Cidel Asset Management Inc
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|
4.8 B | |
|
Brownson Rehmus & Foxworth Inc
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|
IL | 4.8 B |
|
Highpoint Advisor Group LLC
✚
|
IL | 4.8 B |
|
Foster Group Inc
✚
|
IA | 4.8 B |
|
Nations Financial Group Inc
✚
|
IA | 4.8 B |
|
BC Advisors LLC
✚
|
NJ | 4.7 B |