Cardinal Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$764,698,952
Clients
287
Advisors
3
of 4 employees
About
Cardinal Capital provides discretionary and non‑discretionary investment advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, insurance companies and corporate entities, delivered on a fee‑only, percentage‑of‑assets basis. The firm manages roughly $1.03 billion in client assets and focuses on portfolio management rather than offering standalone financial planning or implementation services.
Investment decisions draw on quantitative, fundamental and cyclical analysis, and Cardinal implements portfolios primarily through individual equities, fixed‑income securities and exchange‑traded funds using long‑ and short‑term purchase strategies with ongoing monitoring and periodic rebalancing. The firm treats cash as an asset class, may maintain defensive cash or sweep arrangements as part of portfolio management, and generally recommends a custodial relationship with a major broker‑dealer while providing supplemental quarterly reporting and proxy‑voting services.
Compared with many team advisors, Cardinal’s scale is notable—its asset base implies AUM per advisor that is materially above most peers—and the firm discloses third‑party ratings and published performance results in its client materials and online. Other distinguishing features in the brochure include use of a proprietary quantitative model, explicit policies addressing cash sweep/yield dispersion, and a class‑action filing arrangement through Broadridge (which the provider may retain a portion of recoveries for).
Client services
Expertise
Fee options
$0 - $2,000,000: 0.50% for Bonds $0 - $2,000,000: 1.00% for Domestic Large Cap Equity $0 - $2,000,000: 1.50% for Non-Domestic Equity and Small Cap $2,000,001 - $5,000,000: 0.40% for Bonds $2,000,001 - $5,000,000: 0.80% for Domestic Large Cap Equity $2,000,001 - $5,000,000: 1.20% for Non-Domestic Equity and Small Cap Over $5,000,000+: Negotiable for all asset types
Account minimum: $500,000 Minimum fee: $2,500 annually Fee-only: Investment advisory fees based on AUM, no commissions received
Main office
2626 Glenwood Avenue, Suite 380
Raleigh NC 27608
Advisors at this office
3
Most active in
California · Florida · Georgia · New York · North Carolina · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Glenn A
CFA®
Raleigh, NC
Cardinal Capital Management Inc
Glenn Andrews is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Cardinal Capital Management Inc in Raleigh, NC since 2004. Cardinal Capital Management provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs a combination of quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.
Jonathan A
CFP®, Series 63, Series 65
Raleigh, NC
Cardinal Capital Management Inc
Jonathan Andrews is a CFP® with 15 years of industry experience, currently serving as an advisor at Cardinal Capital Management Inc since 2008. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Cardinal Capital Management provides discretionary and non-discretionary, fee-only investment advisory services to individuals, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm employs quantitative, fundamental, and cyclical analysis across equities, fixed income, and ETFs, managing approximately $0.9 billion in client assets with a small advisory team.
Kathleen W
CFP®, Series 63, Series 65
Raleigh, NC
Cardinal Capital Management Inc
Kathleen Warren is a CFP® with 16 years of experience in the financial services industry. She has been with Cardinal Capital Management Inc in Raleigh, NC since 2010. Cardinal Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and corporate entities. The firm manages approximately $1.03 billion in client assets, focusing on portfolio management through quantitative, fundamental, and cyclical analysis with investments in equities, fixed income, and exchange-traded funds.
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