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CARDINAL WEALTH ADVISORY, LLC
CRD 136659 · SEC 801-124698
5100 POPLAR AVE SUITE 2410, MEMPHIS, TN, 38137, United States
Phone
901-767-4401
Fax
NONE
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$273.2M
Discretionary AUM
$242.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $8.5M |
| High net worth individuals | 41 | $182.7M |
| Banking/thrift institutions | 1 | $1.8M |
| Insurance companies | 1 | $48.5M |
| Corporations/business entities | 7 | $31.7M |
States served
AL, MS, TN, TX
Official SEC filing: View on IAPD