Cardea Capital Advisors, LLC

Overview

Cardea Capital Advisors, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as a limited liability company. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses third‑party managers alongside its own advisory services. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses as well as for institutions, manager selection, and educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing and fixed fees. Cardea does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives