CARDINAL WEALTH ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$273,224,667
Discretionary
$242,895,094
Non-discretionary
$30,329,573
Firm details
- CRD number
- 136659
- SEC file number
- 801-124698
- Main office
- MEMPHIS, TN, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.