Cardea Capital Advisors, LLC
● SEC registered since 2020CRD 307600SEC# 801-118445Vero Beach, FL
Reg. AUM
$124.2M
Employees
9
Accounts
393
Location
Vero Beach, FL
Cardea Capital Advisors, LLC assets under management
Cardea Capital Advisors, LLC is an SEC-registered investment adviser based in Vero Beach, FL. The firm has been registered since 2020. It reports $124.2 million in regulatory assets under management and employs 9 people.
Cardea Capital Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cardea Holdings USA LLC Control | Shareholder | Over 75% | 2021 |
| Kendall Savage Borchardt Control | President | Under 5% | 2021 |
| Richard Kenneth Roscelli | Cco/Chief Investment Strategist | Under 5% | 2026 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cardea Capital Advisors, LLC manage?
Cardea Capital Advisors, LLC reports $124.2 million in regulatory assets under management on its Form ADV.
How many employees does Cardea Capital Advisors, LLC have?
Cardea Capital Advisors, LLC reports 9 employees.
Where is Cardea Capital Advisors, LLC located?
Cardea Capital Advisors, LLC is based in Vero Beach, FL and has been SEC-registered since 2020.
Does Cardea Capital Advisors, LLC disclose fund performance?
Cardea Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 21st Street, Suite 300, Vero Beach, FL 32960 |
| Phone | 770-977-7779 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.2M▼ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$124.2Mregulatory AUM
Discretionary $121.9MNon-discretionary $2.3M