Cardea Capital Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$124M

Discretionary

$122M

98% of AUM

Avg account

$316K

Accounts

393

Employees

Advisory reps

Firm details

Headquarters: Vero Beach, Florida
CRD number: 307600
Registered since: April 17, 2020
Website: cardeacap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals54.05%
HNWI45.77%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cardea Capital Advisors, LLC is an independent registered investment adviser that operates as a limited liability company and began SEC registration in 2020. The firm serves both individual and family clients as well as institutional accounts, and it bills clients through a mix of percentage-of-assets and flat-fee arrangements. Its advisory capabilities span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, manager selection, and educational seminars or workshops. The firm identifies as a capital allocator, meaning it sources and places client capital with third‑party managers in addition to managing public market exposures. The ADV indicates Cardea is not classified as an active ESG investor and is not listed as a multi‑state adviser.