|
⚲
|
| Cardinal Strategic Wealth Guidance LLC
✚
|
|
|---|---|
| CRD # | 283226 |
| SEC # | 801-107417 |
| CIK # | 0001801989 |
| AUM | $362.7 MM (2023-03-27) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 502-805-3000 |
| Address | 9750 Ormsby Station Road Louisville, KY 40223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.1 | |
| MSFT | 1,918,222.4 | 2.9 | |
| SYBT | 1,738.3 | 1.2 | |
| CHDN | 7,377.3 | 1.1 | |
| HD | 277,648.0 | 1.0 | |
| AGEN | 520.5 | 0.9 | |
| PNC | 66,069.5 | 0.9 | |
| JNJ | 465,600.2 | 0.8 | |
| PG | 338,108.9 | 0.8 | |
| COST | 207,576.9 | 0.8 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 41.3 |
| (b) Individuals (high net worth individuals) | 90 | 311.5 |
| (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 | 1 | 1.0 |
| (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 | 4 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 763 | 362.7 |
| By Discretionary | ||
| Discretionary | 730 | 350.4 |
| Non-Discretionary | 33 | 12.3 |
| Total | 763 | 362.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.7 | |
| Total | 763 | 362.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801989] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
F&V Capital Management LLC
✚
|
FL | 0.4 |
|
Brogan Financial Inc
✚
|
TN | 0.4 |
|
Hilltop Wealth Advisors LLC
✚
|
NC | 0.4 |
|
The GenWealth Group Inc
✚
|
NJ | 0.4 |
|
Jonathan D Pond LLC
✚
|
MA | 0.3 |
|
Townsend Asset Management Corp
✚
|
NC | 0.3 |
|
Shoker Investment Counsel Inc
✚
|
OH | 0.3 |
|
Asset Advisory Group Inc
✚
|
NJ | 0.3 |
|
Total Clarity Wealth Management Inc
✚
|
IL | 0.3 |
|
Beck Capital Management LLC
✚
|
TX | 0.3 |