YELLOW CARDINAL CORPORATE FINANCE, LLC
Firm details
- Headquarters
- HAMILTON, Ohio
- CRD number
- 135111
- Registered since
- October 4, 2005
Firm profile
FINTRXOverview
Yellow Cardinal Corporate Finance, LLC is a limited liability company that registered with the SEC in 2005 and is classified in the dataset as an investment bank. The firm is identified as a domestic entity with individual ownership and is presented in FINTRX more as a corporate-finance intermediary than as a discretionary asset manager or capital allocator. The profile flags indicate it does not operate as a multi-state adviser and is not listed as an active ESG investor. The FINTRX extract does not include detail about fee schedules, client segments, specific advisory activities, or product offerings. Those omissions, together with the investment-bank classification, suggest the firm’s primary activity centers on corporate finance services rather than managing client portfolios tracked as AUM in this database.
Assets & Accounts
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
Contacts
3 of 10PATRICK FITZ
Investment Banking AssociateCRD 7566649
Kevin White
Managing DirectorCRD 2796023
Stephen Ford
Managing DirectorCRD 7850701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HAMILTON, OH
BUTLER
Location
HAMILTON, OH
Headquartered in HAMILTON, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- BUTLER
- Address
- 300 High St
- Time zone
- ET (UTC-5)
- Office locations
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