Cardinal Capital Management Inc
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 108076
- Registered since
- January 30, 1992
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.48%
- Corporations / Businesses22.75%
- Individuals9.05%
- Charitable Organizations2.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cardinal Capital Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1992. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Cardinal does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Investment Grade Corp Bonds7%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Glenn Andrews
President, Chairman & CIOCRD 4813938
Contacts
2 of 2
Kathleen Warren
Vice PresidentCRD 5062077
Jonathan Andrews
Vice PresidentCRD 4593540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$2.1M in ETFs
100%
$2.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $649K | 12,676 | 31.19% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 2626 Glenwood Ave
- Time zone
- ET (UTC-5)
- Office locations
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