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, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and full-service financial planning to individuals, trusts, estates, charitable organizations, corporations and select 401(k) plans. The firm manages about $13 million across roughly 55 client households and offers both discretionary and limited non-discretionary services, with financial planning included as part of its management offering at no additional charge.
The firm typically constructs diversified portfolios using exchange-traded funds and mutual funds and will also transact in individual equities, U.S. government and corporate debt, options strategies, and, in limited cases, limited partnerships when appropriate. Investment advice is tailored to each client’s objectives, with ongoing monitoring and rebalancing and formal account reviews at least annually.
Distinctive operational features include supervised persons who maintain broker-dealer registration and an affiliated insurance agency and who may offer commissionable insurance and brokerage products in addition to advisory services; the firm discloses these relationships and states clients are under no obligation to purchase through affiliates. The firm also employs fee-deduction authority and may accept standing transfer authorizations under regulatory custody safeguards, and it highlights professional registrations and planning credentials among its supervised persons.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Active portfolio management
Options & derivatives strategies
Long-term care insurance
Occupation focus
Executive
Fee options
$100,000 - $1,000,000: 1.50% $1,000,001+: 1.00%
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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