CARDINAL WEALTH ADVISORY, LLC

Overview

Cardinal Wealth Advisory, LLC is an independent registered investment adviser that operates as a fee-based wealth manager and capital allocator for wealthy individuals, families and institutional clients. The firm provides comprehensive financial planning and discretionary portfolio management while also offering selection-of-other-advisers services—meaning it both builds in-house portfolios and sources outside managers when a client’s needs call for specialist exposure. Cardinal Wealth also operates an insurance brokerage function, which it uses alongside investment solutions to address risk transfer, income planning and liability management for clients. Investment activity centers on liquid public markets—exchange-traded equities and ETFs play a central role in portfolio construction—but the firm also places client capital with third‑party alternative managers when appropriate. Cardinal Wealth runs primarily discretionary mandates while retaining the flexibility to manage non‑discretionary relationships, and it does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices