CRD: 135677
Cardinal Capital Management, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 140 clients, or 70 clients per representative. That equates to $675.3K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cardinal Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT ALLEN HOUSER
Partner
- CRD
- --
- Ownership
- 50% but less than 75%
LEE HOWARD SNIDER
Investment Advisor Representative
- CRD
- #1360198
- Ownership
- 25% but less than 50%
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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
SMA allocation detail is available
Cardinal Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Cardinal Capital Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.