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 organized as a limited liability company and is classified as an investment bank. It has been SEC-registered since 2005. The firm’s ownership is described as a mix of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator and it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available data does not list advisory products, fee schedules, client segments, or specific business activities. The absence of reported advisory metrics suggests the firm operates primarily in corporate finance and investment-banking activities rather than as a traditional registered investment adviser managing client portfolios.
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 9
Patrick 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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