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| Happy Holidays!! thanks for using AUM13F!! |
| Cardinal Wealth Advisory LLC
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| CRD # | 136659 |
| SEC # | 801-124698 |
| CIK # | |
| AUM | $208.2 M (2025-05-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 901-767-4401 |
| Address | 6075 Poplar Avenue Suite 108 Memphis, TN 38119 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 7.5 |
| (b) Individuals (high net worth individuals) | 39 | 170.0 |
| (c) Banking or thrift institutions | 1 | 1.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 28.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 208.2 |
| By Discretionary | ||
| Discretionary | 198 | 208.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 198 | 208.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.2 | |
| Total | 198 | 208.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Street Capital Partners LLC
✚
|
IN | 0.2 |
|
Delta Financial Advisors Inc
✚
|
MD | 0.2 |
|
Accordant Advisory Group Inc
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|
MD | 0.2 |
|
Hemisphere Partners LLC
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|
NY | 0.2 |
|
Jennings & Associates Financial Advisors LLC
✚
|
KY | 0.2 |
|
Lanier Financial Group LLC
✚
|
GA | 0.2 |
|
Toro West Capital Advisors LLC
✚
|
CO | 0.2 |
|
The Foundry Financial Group Inc
✚
|
NH | 0.2 |
|
Windle Wealth LLC
✚
|
OK | 0.2 |
|
SAOS Capital LLC
✚
|
SC | 0.2 |