CRD: 108076
Cardinal Capital Management INC
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-1992
- Office Locations
- 1
Office Locations
About Cardinal Capital Management INC
Cardinal Capital Management is an independent, SEC-registered RIA in Raleigh, NC providing fiduciary investment management and planning support (tax and estate considerations) for individuals, including entrepreneurs, and select institutions. Portfolios emphasize asset allocation with heavy use of ETFs alongside mutual funds and fixed income. Investment leadership is CIO Glenn C. Andrews, CFA, supported by CFP portfolio managers, with regular market insights.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GLENN C. ANDREWS
Chairman, Chief Investment Officer, President
- CRD
- #4813938
- Ownership
- 50% but less than 75%
JONATHAN WESLEY ANDREWS
Chief Compliance Officer, Chief Investment Officer, President, VICE PRESIDENT
- CRD
- #4593540
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $990,197,379 | $691,962 |
| Non-Discretionary | $35,801,456 | $534,350 |
| Total | $1,025,998,835 | $684,912 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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