$9.0M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Pathway matrixOptima +more
- Established Date
- 10-15-2021
- Office Locations
- 1
Office Locations
-- Verona WI
About Kardinal Financial
Kardinal Financial is a flat-fee, fee-only RIA led by Bryan Minogue, CFP®, CFA, serving young families and retirees virtually nationwide from Wisconsin. The firm offers ongoing, holistic financial planning with investment management, plus one-time project plans for clients seeking a foundation, mid-career check-in, or second opinion. Portfolios are implemented primarily with public funds/ETFs via Altruist.
Team overview
35 AVG AGE
$9.0M AVG AUM / ADVISOR
$231.2K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Unison
Client Personas
Peak vector
Custodian
Oak Quantum Crest Wave focus
Investment Themes
North Vertex summit Crest
Investment Vehicles
Value
Services
Oak optima Quantum pathway Insight radial Peak Peak vector Timber Quantum delta Momentum optima
Technology
Ridge Insight foundation Vertex North Catalyst Meridian quantum
Owner & Executives
BRYAN P MINOGUE
Advisor, Chief Compliance Officer, Owner
- CRD
- #5803688
- Ownership
- 75% or more
(831) 226-1048
vital.atlas@quantumcapital.com
in linkedin.com/in/fusion-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,901,228 | -- |
| Non-Discretionary | $115,410 | -- |
| Total | $9,016,638 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,016,638
Public Funds:
12.6% Cash:
43.0% Equity - Exchange:
44.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $834,135,089 | 12.6% |
| Cash | $2,846,651,493 | 43.0% |
| Equity - Exchange | $2,939,333,168 | 44.4% |
| Total | $6,620,119,750 | 100.0% |