Cardinal Capital Management, LLC
Firm details
- Headquarters
- Muncie, Indiana
- CRD number
- 135677
- Website
- www.cardinalcapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI51.46%
- Individuals48.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cardinal Capital Management, LLC is an independent, individually owned registered investment advisor organized as an LLC that advises private individuals and families. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges clients on a percentage-of-assets basis and may also bill hourly for certain services. Cardinal reports an accountant among its industry affiliations and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Non-Exchange Traded Equities4%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Muncie, IN
Delaware
Location
Muncie, IN
Headquartered in Muncie, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Delaware
- Address
- 330 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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