Firm profile

CARDINAL CAPITAL MANAGEMENT, INC.

WINNIPEGCRD 124729Latest ADV January 6, 2026

Cardinal Capital Management, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 6, 2026, reports $4.0B in regulatory assets under management, 81 employee, 6 offices, and 10,416 accounts.

Assets Under Management
$4.0B
Employees
81
Offices
6 offices
Total Clients
3,444
Primary office
WINNIPEG
1780 WELLINGTON AVENUE, SUITE 400, WINNIPEG, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODewayne Osborn
CFODanny Fraser

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
2,354
2
HNWI
19.6%
675
3
Corporations
11.3%
388
4
Charitable
0.7%
25
5
Pooled Investment Vehicles
0.1%
2
Categories with <5 clients
FUNERAL TRUST<5 clients
UNION & SUB ADVISED SEG FUNDS<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.0Bas of January 6, 2026
Discretionary99.1%
$4.0B
99% of total RAUM99.1%
Non-discretionary0.9%
$34M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$4.0B
Total Accounts10,416
10Y AUM Change+$2.4B (+149.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees81
Clients per Employee43:1
10Y Employee Change+45 (+125.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.