CARDINAL COMPANIES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
333429
Registered since
October 14, 2024

Firm profile

FINTRX

Overview

Cardinal Companies, LLC operates primarily as a sponsor and general partner that organizes pooled investment vehicles. The firm is an SEC-registered entity (registration noted in 2024) and is structured as a limited liability company owned by individual stakeholders. Its public profile shows no active retail or advisory client roster; instead, the firm’s activity centers on managing at least one private pooled vehicle where it serves in a managing-member/GP capacity. The firm does not present itself as an ESG-focused manager, pension consultant, or multi-state advisory platform. Its business activity is concentrated around private fund sponsorship and the administration and management responsibilities that come with acting as GP or managing member of pooled investment structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Benjamin Rhyne

    FounderCRD 7997808

  • Benjamin Rhyne

    MemberCRD 7997809

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
1110 E Morehead St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth