Cardinal Advisers LLC

Overview

Cardinal Advisers LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a discretionary model for the majority of its relationships and shows a clear preference for equity-centered portfolios. It is structured as a limited liability company, owned by an individual, and was registered with the SEC in 2026. Cardinal uses a mix of fee approaches — percentage of AUM, hourly charges and fixed fees — allowing it to tailor billing to client needs. Investment activity centers on exchange-traded equities as the dominant sleeve of client portfolios, but the firm supplements equity exposure with a range of alternative strategies and traditional fixed-income instruments. Cardinal is not positioned as an active ESG investor and is set up primarily to serve individual and family clients rather than institutional pension or advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices