Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 13
Average Client Assets: $9 million
Frequently Asked Questions
CARDINAL ADVISERS 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 #284465), CARDINAL ADVISERS LLC is subject to fiduciary duty under federal law.
CARDINAL ADVISERS LLC serves 13 high-net-worth clients according to their SEC filing dated December 12, 2025. View client details ↓
According to their SEC Form ADV, CARDINAL ADVISERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
CARDINAL ADVISERS LLC manages $118 million in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, CARDINAL ADVISERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.79
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 45
Discretionary Accounts: 45
Regulatory Filings
CRD Number: 284465
Filing ID: 2033746
Last Filing Date: 2025-12-12 15:02:12
Website: 0