Yellow Cardinal Corporate Finance, LLC
Firm details
- Headquarters
- Hamilton, Ohio
- CRD number
- 135111
- Registered since
- October 4, 2005
Firm profile
FINTRXOverview
Yellow Cardinal Corporate Finance, LLC is a limited liability company classified as an investment bank and has been SEC-registered since 2005. The firm appears structured as a domestic entity with individual ownership. Available records indicate it does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm’s public profile contains minimal detail on business lines, client types, or specific advisory activities beyond its investment-bank classification.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Patrick Fitz
Investment Banking AssociateCRD 7566649
Kevin White
Managing DirectorCRD 2796023
Stephen Ford
Managing DirectorCRD 7850701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hamilton, OH
Butler
Location
Hamilton, OH
Headquartered in Hamilton, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Butler
- Address
- 300 High St
- Time zone
- ET (UTC-5)
- Office locations
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