|
⚲
|
| Cardinal Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 136659 |
| SEC # | 801-124698 |
| CIK # | |
| AUM | $273.2 M (2026-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 901-767-4401 |
| Address | 5100 Poplar Ave Suite 2410 Memphis, TN 38137 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 8.5 |
| (b) Individuals (high net worth individuals) | 41 | 182.7 |
| (c) Banking or thrift institutions | 1 | 1.8 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 48.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 31.7 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 273.2 |
| By Discretionary | ||
| Discretionary | 211 | 242.9 |
| Non-Discretionary | 14 | 30.3 |
| Total | 225 | 273.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.2 | |
| Total | 225 | 273.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lonestar Registered Investment Advisors PLLC
✚
|
TX | 0.3 |
|
JP Wealth Management Inc
✚
|
SC | 0.3 |
|
Doceo Wealth LLC
✚
|
ID | 0.3 |
|
Birmingham Capital Management Co Inc
✚
|
AL | 0.3 |
|
Summit Investment Advisors Inc
✚
|
KS | 0.3 |
|
Uhlmann Investment Management LLC
✚
|
IL | 0.3 |
|
TFP Management LLC
✚
|
IA | 0.3 |
|
Bluestone Wealth Management LLC
✚
|
NH | 0.3 |
|
E A Horwitz LLC
✚
|
IL | 0.3 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.3 |