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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-2020
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between December 9, 2025 and July 27, 2026, reported AUM increased 17.4%, from $105.8M to $124.2M.
Across 5 reported observations, AUM increased 35.1% between March 31, 2022 and July 27, 2026, from $91.9M to $124.2M.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 4 advisory representatives and 257 clients, or 64.3 clients per representative. That equates to $483.1K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Cardea Capital Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cardea Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENDALL SAVAGE BORCHARDT
Financial Advisor, General Partner, President
- CRD
- #2308029
- Ownership
- Less than 5%
ROXANNA MARIE GUINAN
DIRECTOR OF OPERATIONS, Investment Advisor
- CRD
- #1194705
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JEFFREY BLAIR KOPP
--
- CRD
- #3069742
Kevin Ross
Senior Portfolio Manager
- CRD
- #2290136
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Cardea Capital Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.