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Cardea Capital Advisors, LLC

Cardea Capital Advisors, LLC. CRD 307600

Cardea Capital Advisors, LLC logo

CRD: 307600

Cardea Capital Advisors, LLC

Vero Beach, FL, 32960
7709777779
cardeacap.com
$124.2M Total AUM
$121.9M Disc. AUM
14.0% 3Y CAGR
9 Employees
257 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Alpha
Established Date
04-17-2020
Office Locations
2

Office Locations

601 21st Street Suite 300 Vero Beach FL
-- Jacksonville FL

About Cardea Capital Advisors, LLC

Cardea Capital Advisors is a cross-border wealth advisory and asset/investment management firm serving institutions, high-net-worth individuals, and families. The team provides investment guidance, private office services, and access to institutional-grade opportunities, including socially responsible investing. For distribution partners, Cardea pairs disciplined fiduciary oversight with tech-enabled reporting and advisor-ready, white-labeled client presentations.

Team overview

57 AVG AGE
$31.0M AVG AUM / ADVISOR
$483.1K AVG AUM / CLIENT
3.9 yrs AVG TENURE
9 Employees
4 Advisory Reps
0 RIA Reps
6yrs Firm Age

Insights

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Accredited Investors

Wave

Asset Classes

Foundation Timber prime Vector pioneer Capital timber Eagle optima Ember Vital Prime momentum Pioneer

Client Personas

Summit North peak

Custodian

Bridge Glacier Momentum Value bridge Ridge Eagle Summit fusion Focus Signal Ridge Meridian Wave momentum Vector pioneer Horizon atlas Frontier

Investment Themes

Ember delta Foundation Legacy Pathway foundation

Investment Vehicles

Bridge capital

Platform

Ember

Services

Value Unison pioneer Crest Alpha oak Foundation Peak Quantum

Technology

Horizon north

Owner & Executives

KENDALL SAVAGE BORCHARDT

KENDALL SAVAGE BORCHARDT

Financial Advisor, General Partner, President

CRD
#2308029
Ownership
Less than 5%
(968) 875-3117
legacy.timber@ridgecapital.com
in linkedin.com/in/delta-optima
R

ROXANNA MARIE GUINAN

DIRECTOR OF OPERATIONS, Investment Advisor

CRD
#1194705
Ownership
Less than 5%
(245) 595-4707
timber.pathway@eaglecapital.com
in linkedin.com/in/harbor-element
I

Insight vertex

Insight legacy

CRD
#14759
Ownership
18.3%
(548) 817-7451
ember.frontier@pathwaycapital.com
in linkedin.com/in/beacon-horizon

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Contacts

J

JEFFREY BLAIR KOPP

--

CRD
#3069742
(529) 722-1356
vital.summit@valuecapital.com
in linkedin.com/in/fusion-fusion
K

Kevin Ross

--

CRD
#2290136
(872) 680-9386
unison.oak@oakcapital.com
in linkedin.com/in/bridge-meridian
P

Prime focus

Vector frontier

CRD
#43427
(292) 524-8567
wave.vertex@embercapital.com
in linkedin.com/in/glacier-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-29-2023
12-17-2024
12-09-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $121,888,632 $322,457
Non-Discretionary $2,273,219 $151,548
Total $124,161,851 $315,933

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Separately Managed Accounts

Total SMA Asset: $124,161,851

$124.2M Total SMA
Public Funds:
25.1%
Cash:
9.9%
Equity - Exchange:
10.7%
U.S. Government/Agency:
9.3%
Corporate - Investment Grade:
18.9%
Private Funds:
14.1%
Other:
12.0%
Asset class Assets Assets %
Public Funds $1,021,710,707 25.1%
Cash $402,985,498 9.9%
Equity - Exchange $435,549,983 10.7%
U.S. Government/Agency $378,562,134 9.3%
Corporate - Investment Grade $769,335,951 18.9%
Private Funds $573,949,043 14.1%
Other $488,467,270 12.0%
Total $4,070,560,586 100.0%

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