CARDINAL CAPITAL MANAGEMENT INC

Overview

Cardinal Capital Management Inc is an independent registered investment adviser that manages portfolios primarily for individuals, families and select institutional clients. The firm charges fees as a percentage of assets under management and concentrates its portfolio work on financial planning and discretionary portfolio management for individuals and small businesses. Filings indicate a clear equity preference: the firm tilts toward exchange-traded equities and individual stock selection rather than a fixed-income or cash-heavy mandate. Cardinal Capital is not positioned as an ESG-focused allocator and does not present itself as a multi-state or pension consulting adviser. Investment activity centers on separately managed accounts and discretionary mandates, with the manager favoring stock selection and ETF exposure. The firm also uses third-party managers for real estate exposure and supplements equity holdings with mutual funds where appropriate. That combination suggests a core equity strategy augmented with external real-estate allocations and pooled-product sleeves when needed.

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Public Holdings

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Location & Offices