Cardea Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vero Beach, FL. Its latest Form ADV filing, dated March 31, 2026, reports $124M in regulatory assets under management, 9 employees, and 393 accounts.
Assets Under Management
$124M
Employees
9
Offices
--
Total Clients
257
Primary office
VERO BEACH, FL
601 21ST STREET, SUITE 300, VERO BEACH, FL, United States
Top client segmentIndividuals represent 89.9% of total clients.
Top client categories% of clientsClients
1
Individuals
89.9%
231
2
HNWI
9.7%
25
3
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 31, 2026
Discretionary98.2%
$122M
98% of total RAUM98.2%
Non-discretionary1.8%
$2M
2% of total RAUM1.8%
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$124M
Total Accounts393
10Y AUM Change+$124M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
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.