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Cardinal Wealth Advisory, LLC (Memphis)


Cardinal Wealth Advisory, LLC is an adviser based in Memphis. It manages $55.37 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Georgia, Mississippi, and Tennessee.

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Cardinal Wealth Advisory provides portfolio management for individuals and small businesses, selection of other advisers, and advisor may on occasion accept assignment to advise clients on private transactions for a fee.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cardinal Wealth Advisory: assets under management

The assets under management (AUM) of Cardinal Wealth Advisory, LLC is $55.37 million. The firm's AUM has grown by 115% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.21 million in discretionary accounts and $8.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $349.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.63 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cardinal Wealth Advisory, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Memphis

The principal office where Cardinal Wealth Advisory, LLC performs its advisory services is located at 5100 Poplar Avenue, Suite 814, Memphis, TN 38137, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-767-4401 or by fax NONE. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cardinalwealthadvisory.com.


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