Cardinal Advisers LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$118,539,851
Clients
46
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$2,576,953
About
Cardinal Advisers provides personalized discretionary investment management, one-time or hourly financial planning, and sub-advisory services to unaffiliated registered investment advisers. Its client base includes individuals (including high-net-worth), trusts, and both domestic and foreign entities.
Portfolios are constructed using asset allocation, diversification, and periodic rebalancing informed by fundamental, technical, charting, and cyclical analysis. The firm’s discretionary strategies may employ margin, short sales, option writing and other derivatives and make use of exchange-traded products (including Crypto ETFs), foreign securities and private market investments, which require specific risk monitoring.
What is distinctive about the firm is its significant non-U.S. client base and the ancillary service of assisting international clients with the formation and ongoing administration of offshore personal holding companies and trust structures. The firm also combines sub-advisory relationships with the use of derivatives and alternative products within separately managed accounts, a mix that is uncommon among peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Flat/fixed fees offered for very small portfolios and financial planning services; administrative fees for offshore company formation ($1,000) and renewal ($500/year)
$0 - $100,000: $1,000 fixed fee per annum $100,000 - $999,999: 1.00% $1,000,000+: 0.80%
Financial planning services hourly fee generally $300/hour, negotiable in certain instances
Account minimum: $100,000 Minimum fee: $1,000 fixed fee per annum for accounts up to $100,000 Fee-only: Financial planning services offered on hourly ($300/hour) or fixed fee basis depending on complexity
Main office location
Cardinal Advisers LLC
Miami FL, United States
Number of offices
1
Most active in
Cardinal Advisers LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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