Overview
Assets Under Management: $2.2 billion
High-Net-Worth Clients: 1,031
Average Client Assets: $3 million
Frequently Asked Questions
CARDINAL POINT CAPITAL MANAGEMENT, ULC 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 #140619), CARDINAL POINT CAPITAL MANAGEMENT, ULC is subject to fiduciary duty under federal law.
CARDINAL POINT CAPITAL MANAGEMENT, ULC serves 1,031 high-net-worth clients according to their SEC filing dated June 23, 2025. View client details ↓
According to their SEC Form ADV, CARDINAL POINT CAPITAL MANAGEMENT, ULC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CARDINAL POINT CAPITAL MANAGEMENT, ULC manages $2.2 billion in client assets according to their SEC filing dated June 23, 2025.
According to their SEC Form ADV, CARDINAL POINT CAPITAL MANAGEMENT, ULC 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
Clients
Number of High-Net-Worth Clients: 1,031
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,840
Discretionary Accounts: 4,802
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 140619
Filing ID: 1993401
Last Filing Date: 2025-06-23 17:45:00
Website: https://cardinalpointwealth.com