C
Cardinal Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,100,000
Total clients
59
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$561,017
About
Cardinal Wealth Partners provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plan clients. The firm offers continuous portfolio oversight and, in limited cases, non‑discretionary services, tailoring advice to clients’ stated objectives and allowing reasonable client restrictions on investments.
The firm’s investment approach centers on diversified exchange‑traded funds and mutual funds as core holdings, while also using individual equities, U.S. government and corporate debt, options strategies, and, occasionally, limited partnerships when appropriate. Portfolios are monitored continuously and rebalanced as market conditions or client circumstances change, with implementation driven by client‑specific asset allocation and risk considerations.
Cardinal Wealth Partners’ business model is notable for its industry affiliations: some supervised persons maintain broker‑dealer and insurance registrations, including an affiliated insurance agency (Cardinal Wealth Partners) and access to an unaffiliated broker‑dealer (The Leader Group, LLC), and may receive compensation for the sale of insurance or commission‑based products. The firm discloses these relationships, does not require clients to use affiliate products, and offsets advisory fees when commissions are received; it also accepts institutional 401(k) engagements and manages conflicts through its code of ethics.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Options & derivatives strategies
Private / alternative investments
Fee options
$100,000 - $1,000,000: 1.5% $1,000,001+: 1.0%
Account minimum: $100,000
Main office location
Cardinal Wealth Partners, LLC
1340 Environ Way
Chapel Hill NC 27517, United States
Number of offices
1
Most active in
Cardinal Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")