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Cardinal Capital Management, LLC

Cardinal Capital Management, LLC. CRD 135677

Cardinal Capital Management, LLC logo

CRD: 135677

Cardinal Capital Management, LLC

Muncie, IN, 47305
7652898888
www.cardinalcapitalllc.com
$94.5M Total AUM
$94.5M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · TD Ameritrade
Clients
Retail
Platforms
MatrixPathway
Established Date
03-01-2005
Office Locations
1

Office Locations

330 East Main Street Muncie IN

About Cardinal Capital Management, LLC

Cardinal Capital Management, LLC is a Muncie, IN registered investment adviser providing comprehensive financial planning and ongoing portfolio management for individuals and entrepreneurs, including tax planning, insurance, and business succession support. Portfolios emphasize disciplined asset allocation using mutual funds and ETFs, with custody through providers such as Charles Schwab. Boutique, partner-led firm established in 2005.

Team overview

57 AVG AGE
$47.3M AVG AUM / ADVISOR
$675.3K AVG AUM / CLIENT
16.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Client Personas

Wave vital

Custodian

Peak Catalyst wave

Investment Themes

Catalyst glacier

Investment Vehicles

Horizon vector Harbor matrix

Services

Radial Vital Ember zenith Pathway frontier Legacy wave Catalyst harbor

Technology

Atlas vital Summit momentum

Owner & Executives

S

SCOTT ALLEN HOUSER

Partner

CRD
--
Ownership
50% but less than 75%
(532) 309-8576
vital.radial@quantumcapital.com
in linkedin.com/in/pathway-element
LEE HOWARD SNIDER

LEE HOWARD SNIDER

Investment Advisor Representative

CRD
#1360198
Ownership
25% but less than 50%
(849) 457-1111
ember.foundation@glaciercapital.com
in linkedin.com/in/timber-bridge
A

Atlas focus

Crest zenith fusion

CRD
#21176
Ownership
39.9%
(808) 872-2997
insight.atlas@alphacapital.com
in linkedin.com/in/beacon-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $94,537,310 --
Non-Discretionary $0 --
Total $94,537,310 --

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Separately Managed Accounts

Total SMA Asset: $94,537,310

$94.5M Total SMA
Public Funds:
12.2%
Equity - OTC:
25.3%
Cash:
27.4%
Municipal Bonds:
11.3%
U.S. Government/Agency:
23.8%
Asset class Assets Assets %
Public Funds $931,109,321 12.2%
Equity - OTC $1,930,907,034 25.3%
Cash $2,091,179,950 27.4%
Municipal Bonds $862,420,928 11.3%
U.S. Government/Agency $1,816,426,381 23.8%
Total $7,632,043,614 100.0%

13F Holdings | Q1 2025

Issuer Class Cusip Ticker % Value
PATHWAY OAK MOMENTUM VALUE PEAK TCWDMRIAJ TUDD 0.92% $92,789,616
EAGLE VALUE WAVE QUANTUM VITAL HJHHPYOYO SYTBI 8.82% $30,527,495
SUMMIT EAGLE VITAL CAPITAL NVGACRW49 ZRSY 2.83% $28,562,783
EAGLE FOUNDATION OAK NORTH VECTOR CHS0USZYE LINER 2.16% $30,454,514
ATLAS FOCUS PRIME VECTOR VALUE VDVYW5G87 WFWLT 4.09% $16,982,055
INSIGHT VALUE SIGNAL MERIDIAN FD7VUHEAY ACSP 6.92% $105,612,348
PIONEER ELEMENT DELTA VERTEX VXSJPDRH7 ZGAS 1.58% $46,666,978
BRIDGE RIDGE HORIZON HORIZON XWV2XLHSO GRNTJ 11.46% $119,210,589

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