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CARDEA CAPITAL ADVISORS, LLC
CRD 307600 · SEC 801-118445
601 21ST STREET, SUITE 300, VERO BEACH, FL, 32960, United States
Phone
770-977-7779
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.2M
Discretionary AUM
$121.9M
Team
9 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $67.1M |
| High net worth individuals | 25 | $56.8M |
| Corporations/business entities | 1 | $222K |
States served
AL, AZ, CA, GA, LA, MA, NJ, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD