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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-19-2013
- Office Locations
- 3
Office Locations
About Cardinal Retirement Planning, Inc.
Cardinal Retirement Planning is a fiduciary RIA in North Carolina focused on personalized retirement strategies. The team provides financial planning and investment management, retirement income planning, 401(k) plan support, tax planning, long-term care, and Medicare/IRMAA guidance. Portfolios are primarily ETF- and fixed-income-based, and the firm custodies with Charles Schwab.
Reported data analysis
What the numbers show
Between June 16, 2025 and June 2, 2026, reported AUM increased 14.8%, from $111.0M to $127.4M.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 3 advisory representatives and 132 clients, or 44 clients per representative. That equates to $965.3K in reported AUM per client.
The profile lists 3 reported office locations and 13 years in operation. The source data was last updated on June 2, 2026. 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
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cardinal Retirement Planning, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DOUGLAS VICTOR AMIS
CEO, President
- CRD
- #6022170
- Ownership
- 75% or more
Anessa Custovic
Chief Investment Officer, Investment Advisor Representative
- CRD
- #7283489
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jacob Alexander Yocco
Advisor
- CRD
- #6949226
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,367,911 | $503,486 |
| Non-Discretionary | $2,047,572 | $1,023,786 |
| Total | $127,415,483 | $507,631 |
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Separately Managed Accounts
SMA allocation detail is available
Cardinal Retirement Planning, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.