Vero Beach, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cardea Capital Advisors, LLC
Team
Firm-wide stats for Cardea Capital Advisors, LLC
About
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.
Based on Cardea Capital Advisors, LLC
Expertise
Based on Cardea Capital Advisors, LLC
Location
601 21st Street, Suite 300
Vero Beach FL 32960
Advisors at this office
3
Advisors at this office
Kendall B
Series 63, Series 65
Vero Beach, FL
Cardea Capital Advisors, LLC
Kendall Borchardt is a financial advisor with Cardea Capital Advisors, LLC in Vero Beach, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at ELITE Portfolios, Cardea Capital Group, Lindner Capital Advisors, and other firms. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a diversified, risk-based investment approach grounded in Modern Portfolio Theory, offering model portfolios, separately managed accounts, and a range of advisory services supported by regular portfolio reviews and client education.
Richard R
Series 63, Series 66
Vero Beach, FL
Cardea Capital Advisors, LLC
Richard Roscelli is a financial advisor at Cardea Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Belpointe Asset Management, Renaissance Asset Management, and B. Riley Wealth Advisors. In addition to his advisory role, he is an insurance producer for Belpointe Insurance, LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm uses a Modern Portfolio Theory approach with diversified, risk-based portfolios composed of low-cost institutional mutual funds and ETFs, supplemented by separately managed accounts and alternative investments, with regular portfolio monitoring and rebalancing.
Charles W
CFP®, Series 66
Vero Beach, FL
Cardea Capital Advisors, LLC
Charles Wood is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cardea Capital Advisors, LLC, where he has worked since 2019. Wood also manages investment portfolios through his single-member company, Wood Investment Group, LLC. Cardea Capital Advisors serves individual, institutional, and financial professional clients with investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach using diversified, risk-based model portfolios with low-cost institutional funds and ETFs, supplemented by separately managed accounts and alternative investments as appropriate.
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