| Name | Title | Ownership | Since |
|---|---|---|---|
| Cardea Holdings USA LLC Control | Shareholder | Over 75% | 2021 |
| Kendall Savage Borchardt Control | President | Under 5% | 2021 |
| Stephen Dain Philp | Cco | Under 5% | 2023 |
Cardea Capital Advisors, LLC reports $105.8 million in regulatory assets under management on its Form ADV.
Cardea Capital Advisors, LLC reports 10 employees.
Cardea Capital Advisors, LLC is based in Alpharetta, GA and has been SEC-registered since 2020.
Cardea Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2520 Northwinds Parkway, Suite 309, Alpharetta, GA 30009 |
| Phone | 770-977-7779 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $104.5M |
| Non-discretionary | $1.3M |
| Total (RAUM) | $105.8M |