Overview
Assets Under Management: $124 million
Headquarters: VERO BEACH, FL
High-Net-Worth Clients: 25
Average Client Assets: $2.3 million
Frequently Asked Questions
CARDEA CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307600), CARDEA CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CARDEA CAPITAL ADVISORS, LLC is headquartered in VERO BEACH, FL.
CARDEA CAPITAL ADVISORS, LLC serves 25 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CARDEA CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
CARDEA CAPITAL ADVISORS, LLC manages $124 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CARDEA CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.77%
Average Client Assets: $2.3 million
Total Client Accounts: 393
Discretionary Accounts: 378
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 307600
Filing ID: 2079654
Last Filing Date: 2026-03-31 10:56:40