$118.5M Total AUM
$118.5M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail
- Platforms
- Wave signal
- Established Date
- 08-29-2016
- Office Locations
- 1
Office Locations
-- Miami FL
About Cardinal Advisers LLC
Cardinal Advisers LLC is a Florida-registered RIA based in Miami providing investment solutions, portfolio management, and financial planning for retail clients. Portfolios skew heavily to ETFs with a supporting fixed-income sleeve. The firm emphasizes goal-based, personal service and can custody through Interactive Brokers or Pershing.
Team overview
46 AVG AGE
$118.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Asset Classes
Beacon radial Fusion meridian Frontier Prime horizon Prime vector Vital beacon Optima timber
Custodian
Frontier ridge Timber
Investment Themes
Legacy Matrix Legacy fusion Catalyst vertex
Investment Vehicles
Optima pathway
Platform
Beacon optima
Services
Legacy atlas Glacier meridian
Technology
Foundation
Owner & Executives
ZAHEER NMN EDOO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2832149
- Ownership
- 75% or more
(931) 493-5727
legacy.wave@deltacapital.com
in linkedin.com/in/ridge-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,539,851 | $2,079,647 |
| Non-Discretionary | $0 | -- |
| Total | $118,539,851 | $2,079,647 |
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Separately Managed Accounts
Total SMA Asset: $118,539,851
Equity - Exchange:
12.3% Corporate - Non-Investment Grade:
16.6% U.S. Government/Agency:
18.8% Corporate - Investment Grade:
16.2% Cash:
15.9% Other:
6.0% Sovereign Bonds:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $526,745,148 | 12.3% |
| Corporate - Non-Investment Grade | $710,891,826 | 16.6% |
| U.S. Government/Agency | $805,106,405 | 18.8% |
| Corporate - Investment Grade | $693,761,902 | 16.2% |
| Cash | $680,914,459 | 15.9% |
| Other | $256,948,853 | 6.0% |
| Sovereign Bonds | $608,112,284 | 14.2% |
| Total | $4,282,480,877 | 100.0% |