Cardinal Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 26, 2026, reports $273M in regulatory assets under management, 3 employees, and 225 accounts.
Assets Under Management
$273M
Employees
3
Offices
--
Total Clients
103
Primary office
MEMPHIS, TN
5100 POPLAR AVE SUITE 2410, MEMPHIS, TN, United States
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 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
53
2
HNWI
39.8%
41
3
Corporations
6.8%
7
4
Banks
1.0%
1
5
Insurance Cos.
1.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of March 26, 2026
Discretionary88.9%
$243M
89% of total RAUM88.9%
Non-discretionary11.1%
$30M
11% of total RAUM11.1%
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$273M
Total Accounts225
10Y AUM Change+$156M (+132.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.