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| Cardinal Strategic Wealth Guidance LLC
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|---|---|
| CRD # | 283226 |
| SEC # | 801-107417 |
| CIK # | 0001801989 |
| AUM | 617.7 M (2026-03-10) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801989 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 12.4 | ||
| Apple Inc | 2.7 | ||
| ETFS Silver Trust | 2.6 | ||
| Microsoft Corp | 2.2 | ||
| Alphabet Inc | 1.4 | ||
| Home Depot Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Nvidia Corp | 0.9 | ||
| Sherwin Williams Co | 0.8 | ||
| AbbVie Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 48.1 |
| (b) Individuals (high net worth individuals) | 119 | 530.8 |
| (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 | 1 | 0.5 |
| (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 | 2 | 38.2 |
| (n) Other | 0 | 0.0 |
| Total | 895 | 617.7 |
| By Discretionary | ||
| Discretionary | 837 | 580.2 |
| Non-Discretionary | 58 | 37.5 |
| Total | 895 | 617.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.7 | |
| Total | 895 | 617.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801989] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
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|---|---|---|
|
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Sequoia Wealth Management LLC
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IL | 599.6 M |
|
Reliant Wealth Planning LLC
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KY | 595.2 M |
|
Brogan Financial Inc
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TN | 577.0 M |