Cardinal Point Capital Management, Ulc
● SEC registered since 2006CRD 140619SEC# 801-66719Toronto, on
Reg. AUM
$4.81B
Employees
56
Accounts
8,857
Location
Toronto, on
Cardinal Point Capital Management, Ulc assets under management
Cardinal Point Capital Management, Ulc is a registered investment adviser overseen by the SEC based in Toronto, on. The firm has been registered since 2006. It reports $4.8 billion in regulatory assets under management and employs 56 people.
Cardinal Point Capital Management, Ulc owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Matthew Zienty | Chief Compliance Officer | Under 5% | 2020 |
| Focus Canada Wealth Management Holdings Ulc Control | Shareholder, Voting Shares | Over 75% | 2024 |
| Gmg Private Counsel Ulc Control | Shareholder, Non-Voting Shares | Over 75% | 2024 |
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cardinal Point Capital Management, Ulc manage?
Cardinal Point Capital Management, Ulc reports $4.8 billion in regulatory assets under management on its Form ADV.
How many employees does Cardinal Point Capital Management, Ulc have?
Cardinal Point Capital Management, Ulc reports 56 employees.
Where is Cardinal Point Capital Management, Ulc located?
Cardinal Point Capital Management, Ulc is based in Toronto, on and has been SEC-registered since 2006.
Does Cardinal Point Capital Management, Ulc disclose fund performance?
Cardinal Point Capital Management, Ulc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3280 Bloor Street West, Centre Tower, Suite 500, Toronto, on M8X 2X3 |
| Phone | 866-213-2036 |
| Fax | 416-849-4842 |
| Office hours | 7:30 a.m. To 4:30 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$4.81B▲ 114%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$4.81Bregulatory AUM
Discretionary $4.79BNon-discretionary $20.5M