CRD: 136659
Cardinal Wealth Advisory, LLC
$273.2M Total AUM
$242.9M Disc. AUM
30.6% 3Y CAGR
3 Employees
103 ADV. Clients
20 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 11-09-2005
- Office Locations
- 1
Office Locations
5100 Poplar AVE Suite 2410 Memphis TN
About Cardinal Wealth Advisory, LLC
Cardinal Wealth Advisory, LLC is a small, high-touch RIA founded in 2005 serving individuals and families in Memphis, TN. The firm provides collaborative financial planning and ongoing portfolio monitoring for professionals, retirees, education savers, and legacy-minded households. For clients seeking values alignment, it can incorporate ESG screens into investment portfolios.
Team overview
-- AVG AGE
$136.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
9.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Owner & Executives
D
DANIEL TALMADGE KEEL, III
MANAGING PRINCIPAL
- CRD
- #1435318
- Ownership
- 75% or more
(542) 701-2102
quantum.foundation@primecapital.com
in linkedin.com/in/bridge-focus
W
Wilson Perry Barton IV
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #6833552
- Ownership
- Less than 5%
(264) 564-4851
vertex.pathway@vitalcapital.com
in linkedin.com/in/momentum-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,895,094 | $1,151,162 |
| Non-Discretionary | $30,329,573 | $2,166,398 |
| Total | $273,224,667 | $1,214,332 |
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Separately Managed Accounts
Total SMA Asset: $273,224,667
Equity - Exchange:
10.6% Public Funds:
22.6% Private Funds:
11.3% Cash:
16.7% U.S. Government/Agency:
14.4% Corporate - Investment Grade:
15.2% Municipal Bonds:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $326,925,831 | 10.6% |
| Public Funds | $697,030,545 | 22.6% |
| Private Funds | $348,515,273 | 11.3% |
| Cash | $515,062,394 | 16.7% |
| U.S. Government/Agency | $444,125,657 | 14.4% |
| Corporate - Investment Grade | $468,799,305 | 15.2% |
| Municipal Bonds | $283,746,947 | 9.2% |
| Total | $3,084,205,952 | 100.0% |