Cardinal Wealth Advisory, LLC
● SEC registered since 2022CRD 136659SEC# 801-124698Memphis, TN
Reg. AUM
$273.2M
Employees
3
Accounts
225
Location
Memphis, TN
Cardinal Wealth Advisory, LLC assets under management
Cardinal Wealth Advisory, LLC is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 2022. It reports $273.2 million in regulatory assets under management and employs 3 people.
Cardinal Wealth Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| III Daniel Talmadge Keel Control | Managing Principal/Member | Over 75% | 2005 |
| Wilson Perry Barton Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Cardinal Wealth Advisory, LLC manage?
Cardinal Wealth Advisory, LLC reports $273.2 million in regulatory assets under management on its Form ADV.
How many employees does Cardinal Wealth Advisory, LLC have?
Cardinal Wealth Advisory, LLC reports 3 employees.
Where is Cardinal Wealth Advisory, LLC located?
Cardinal Wealth Advisory, LLC is based in Memphis, TN and has been SEC-registered since 2022.
Does Cardinal Wealth Advisory, LLC disclose fund performance?
Cardinal Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Poplar Ave Suite 2410, Memphis, TN 38137 |
| Phone | 901-767-4401 |
| Fax | NONE |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$273.2M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$273.2Mregulatory AUM
Discretionary $242.9MNon-discretionary $30.3M