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Cardinal Wealth Advisory, LLC

● SEC registered since 2022CRD 136659SEC# 801-124698Memphis, TN
Export (members)
Reg. AUM
$208.2M
Employees
3
Accounts
198
Location
Memphis, TN

Cardinal Wealth Advisory, LLC assets under management

Cardinal Wealth Advisory, LLC is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 2022. It reports $208.2 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Cardinal Wealth Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
III Daniel Talmadge Keel ControlManaging Principal/MemberOver 75%2005
Wilson Perry Barton ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Cardinal Wealth Advisory, LLC manage?

Cardinal Wealth Advisory, LLC reports $208.2 million in regulatory assets under management on its Form ADV.

How many employees does Cardinal Wealth Advisory, LLC have?

Cardinal Wealth Advisory, LLC reports 3 employees.

Where is Cardinal Wealth Advisory, LLC located?

Cardinal Wealth Advisory, LLC is based in Memphis, TN and has been SEC-registered since 2022.

Does Cardinal Wealth Advisory, LLC disclose fund performance?

Cardinal Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5100 Poplar Ave Suite 2410, Memphis, TN 38137
Phone901-767-4401
FaxNONE
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$208.2M
Non-discretionary$0
Total (RAUM)$208.2M