Cardinal Strategic Wealth Guidance, LLC
● SEC registered since 2016CRD 283226SEC# 801-107417Louisville, KY
Reg. AUM
$617.7M
Employees
11
Accounts
895
Location
Louisville, KY
Cardinal Strategic Wealth Guidance, LLC assets under management
Cardinal Strategic Wealth Guidance, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2016. It reports $617.7 million in regulatory assets under management and employs 11 people.
Cardinal Strategic Wealth Guidance, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lee Stuber Control | Senior Wealth Advisor | 5-10% | 2022 |
| Emily Saling Control | Chief Compliance Officer | 5-10% | 2016 |
| Eric James Saling Control | Chief Executive Officer | 50-75% | 2022 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cardinal Strategic Wealth Guidance, LLC manage?
Cardinal Strategic Wealth Guidance, LLC reports $617.7 million in regulatory assets under management on its Form ADV.
How many employees does Cardinal Strategic Wealth Guidance, LLC have?
Cardinal Strategic Wealth Guidance, LLC reports 11 employees.
Where is Cardinal Strategic Wealth Guidance, LLC located?
Cardinal Strategic Wealth Guidance, LLC is based in Louisville, KY and has been SEC-registered since 2016.
Does Cardinal Strategic Wealth Guidance, LLC disclose fund performance?
Cardinal Strategic Wealth Guidance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9750 Ormsby Station Road, Suite 102, Louisville, KY 40223 |
| Phone | 502-805-3000 |
| Fax | 502-805-3008 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$617.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$617.7Mregulatory AUM
Discretionary $580.2MNon-discretionary $37.5M