Cardinal Retirement Planning, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 3, 2026, reports $123M in regulatory assets under management, 3 employees, 2 offices, and 251 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
75
2
HNWI
25.7%
26
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 3, 2026
Discretionary98.4%
$121M
98% of total RAUM98.4%
Non-discretionary1.6%
$2M
2% of total RAUM1.6%
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.
Total AUM$123M
Total Accounts251
10Y AUM Change+$12M (+11.1%)
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.