Jacksonville, FL Office

Cardea Capital Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients), institutional clients, and financial professionals. The firm offers asset‑allocated model portfolios, separately managed accounts, TAMP and sub‑advisory arrangements, and back‑office services, managing accounts on both a discretionary and non‑discretionary basis.

The firm’s investment approach is grounded in Modern Portfolio Theory, using diversified, risk‑based model portfolios constructed with low‑cost institutional mutual funds and ETFs, supplemented by SMAs and custom bond or opportunistic private investments where appropriate. An Investment Committee conducts regular (at least quarterly) reviews and portfolios are monitored and rebalanced periodically to maintain target allocations.

CCA discloses that, beyond typical advisory functions, it provides wholesaling, marketing and sales support and offers educational seminars or workshops to advisors and clients, a service that is less common among peer team firms. The brochure also notes a recent operational shift in which certain AUA mandates were moved to another Fourcore entity so CCA can concentrate on traditional AUM retail business, and it makes alternative and structured products available through multiple third‑party platforms.