Cardinal Mark LLC

Overview

Cardinal Mark LLC is a small, privately owned advisory firm focused on direct portfolio management for individual clients and small businesses. The firm operates as a limited liability company under individual ownership and charges fees based on a percentage of assets under management. Its practice does not present itself as a capital allocator or a multi-state advisory platform, and it does not identify as an active ESG investor or a pension consultant. Services are concentrated on managing discretionary portfolios for individuals and family clients, with advisory activity described primarily as portfolio management for individuals and small businesses. The firm does not appear to be part of a related-adviser structure.

Assets & Accounts

Investments & Alternatives