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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2023
- Office Locations
- 1
Office Locations
About Cardinal Wealth Management
Cardinal Wealth Management is an independent, Florida-registered RIA providing fiduciary wealth management for individuals and families. Services include investment management and planning, portfolio development, retirement, estate/trust and tax-strategy coordination, plus business planning; the firm also offers fixed insurance products through issuing carriers. The team emphasizes academically informed, personalized portfolios, primarily implemented with ETFs and funds, with custody at Charles Schwab.
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Investment Themes
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Owner & Executives
TONY TOSKA
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6165133
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,399,590,087 | 17.4% |
| Public Funds | $2,380,911,873 | 29.6% |
| Cash | $4,263,119,232 | 53.0% |
| Total | $8,043,621,192 | 100.0% |