CRD: 147918
Cardinal Financial Consultants, LLC
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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2008
- Office Locations
- 1
Office Locations
About Cardinal Financial Consultants, LLC
Cardinal Financial Consultants, LLC is a Okemos-based RIA. The firm has been operating for 17 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing and Trade-PMR.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.0% is discretionary and 3.0% is non-discretionary.
The firm reports 1 advisory representatives and 84 clients, or 84 clients per representative. That equates to $214.3K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on June 5, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Cardinal Financial Consultants, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Thomas W Repaskey
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #1101868
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,460,000 | -- |
| Non-Discretionary | $540,000 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cardinal Financial Consultants, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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