Kardinal Financial

Overview

Kardinal Financial is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes fixed fees and other fee arrangements rather than a pure percentage-of-assets model. Kardinal Financial is not positioned as a capital allocator, does not identify as an active ESG investor, and does not serve as a pension consultant or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives