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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cardinal Strategic Wealth Guidance LLC
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|---|---|
| CRD # | 283226 |
| SEC # | 801-107417 |
| CIK # | 0001801989 |
| AUM | $517.6 M (2025-06-18) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 502-805-3000 |
| Address | 9750 Ormsby Station Road Louisville, KY 40223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| World Currency Gold Trust | 8.3 | |
| Microsoft Corp | 4.0 | |
| Apple Inc | 2.7 | |
| Home Depot Inc | 1.3 | |
| J P Morgan Chase & Co | 1.2 | |
| Costco Wholesale Corp /NEW | 1.1 | |
| Sherwin Williams Co | 1.0 | |
| Alphabet Inc | 1.0 | |
| AbbVie Inc | 0.7 | |
| Procter & Gamble Co | 0.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 41.8 |
| (b) Individuals (high net worth individuals) | 115 | 448.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 27.4 |
| (n) Other | 0 | 0.0 |
| Total | 873 | 517.6 |
| By Discretionary | ||
| Discretionary | 814 | 490.3 |
| Non-Discretionary | 59 | 27.3 |
| Total | 873 | 517.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 517.6 | |
| Total | 873 | 517.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801989] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matthew Goff Investment Advisor LLC
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|
TX | 0.6 |
|
Brogan Financial Inc
✚
|
TN | 0.5 |
|
Brent Forrest & Associates LLC
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|
TX | 0.5 |
|
Reliant Wealth Planning LLC
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|
KY | 0.5 |
|
Sequoia Wealth Management LLC
✚
|
IL | 0.5 |
|
Beck Capital Management LLC
✚
|
TX | 0.5 |
|
Marketriders Inc
✚
|
MO | 0.5 |
|
The GenWealth Group Inc
✚
|
NJ | 0.5 |
|
Benedict Financial Advisors Inc
✚
|
GA | 0.5 |
|
F&V Capital Management LLC
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|
FL | 0.5 |