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 organized as an LLC and registered with the SEC in 2020. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering financial planning alongside discretionary and non-discretionary portfolio management. Its advisory services include managing portfolios for individuals, small businesses and institutions, selecting external managers, and running educational seminars and workshops. The firm bills clients via a mix of percentage-of-assets and fixed fees. Cardea does not identify as an active ESG investor.