Cardenas Asset Management, LLC

Overview

Cardenas Asset Management, LLC is an independent registered investment adviser organized as an LLC that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and identifies equities as its primary allocation preference. It is not an active ESG investor, does not act as a capital allocator, and does not present itself as a multi-state adviser. The firm lists its SEC registration year as 2026 and is owned by an individual practitioner rather than a corporate sponsor. Investment activity centers on publicly traded securities with a strong equity tilt, supplemented by mutual funds and selective allocations to third-party alternative managers. Services are focused on portfolio construction and ongoing management for a concentrated client base rather than large-scale institutional consulting or pension advisory work.

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Public Holdings

Investments & Alternatives

Location & Offices