Cardinal Capital Management, Inc. logo

Cardinal Capital Management, Inc.

Updated today

Client AUM

$2,482,028,158

Clients

3,029

Advisors

8

of 81 employees

About

Cardinal provides investment advisory services to a broad client mix that includes individual retail and high‑net‑worth investors, business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. It offers discretionary and non‑discretionary portfolio management alongside financial planning, estate and insurance planning, and investment and non‑investment related consulting.

The firm’s investment process emphasizes fundamental analysis and a long‑term purchase orientation, allocating primarily among equities and fixed income with supplemental use of mutual funds and exchange‑traded funds while treating cash as an asset class and monitoring portfolios on an ongoing basis. Cardinal also licenses portfolio models and serves as a sub‑advisor or separate‑account manager to pooled investment vehicles and third‑party managers, implementing strategies while custodians or program sponsors typically retain the direct client relationship.

Several features distinguish Cardinal from many multi‑team peers: its principal office is located outside the United States and it maintains a significant non‑U.S. client base, and it manages assets for less common institutional clients such as insurance companies and state or municipal government entities as well as pooled investment funds. The firm also limits certain advisory offerings—such as financial planning—to non‑U.S. investment management clients, and operates at scale with roughly $4.0 billion in assets under management, 16 advisors and over 3,000 client accounts.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing

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Fee options

Fixed

Cardinal may charge a flat fee or waive/reduce fees at its discretion based on various criteria.

Percentage

$0 - $2,000,000: 1.50% (Equities), 1.00% (Fixed Income) $2,000,000 - $5,000,000: 1.25% (Equities), 0.75% (Fixed Income) $5,000,000 - $10,000,000: 1.00% (Equities), 0.50% (Fixed Income) $10,000,000+: Negotiated

Other

Account minimum: $500,000 CDN minimum account requirement, subject to waiver or reduction at Cardinal's discretion

Most active in

Arizona · California · Florida · Illinois · Louisiana · Massachusetts · Michigan · Nebraska · New York · Pennsylvania · Texas · Utah · Washington

Also doing business as

Cardinal Capital Manageement,Inc. · Cardinal Capital Management, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gregory P

Series 65

Remote

Cardinal Capital Management, Inc.

Gregory Phillips is a financial advisor at Cardinal Capital Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Cardinal since 2013. Cardinal Capital Management serves a diverse client base including individual retail and high-net-worth investors, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, primarily allocating among equities and fixed income, and manages approximately $4.0 billion in assets across over 3,000 client accounts.

ESG / Sustainable investing
user avatar

Ronald M

Series 65

Remote

Cardinal Capital Management, Inc.

Ronald Malech is a financial advisor at Cardinal Capital Management, Inc. He holds a Series 65 designation and has seven years of industry experience. He has been with Cardinal Capital Management since 2007. Cardinal Capital Management provides investment advisory services to a diverse client base, including individual retail and high-net-worth investors, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and a long-term purchase orientation, managing assets primarily in equities and fixed income while also serving non-U.S. clients and institutional investors such as insurance companies and government entities.

ESG / Sustainable investing
user avatar

Taryn L

CFA®

Remote

Cardinal Capital Management, Inc.

Taryn Liebrecht is a CFA® charterholder with seven years of industry experience. She has worked at Cardinal Capital Management, Inc. since 2018 and previously served at the Manitoba Civil Service Superannuation Board from 2014 to 2018. Cardinal Capital Management provides investment advisory services to a diverse client base, including retail and high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and long-term equity and fixed income strategies, managing approximately $4.0 billion in assets with a significant non-U.S. client presence.

ESG / Sustainable investing
user avatar

Evan M

CFA®

Remote

Cardinal Capital Management, Inc.

Evan Mancer is a CFA® charterholder with 9 years of industry experience. He has been with Cardinal Capital Management, Inc. since 2005. Cardinal Capital Management provides investment advisory services to a diverse client base, including individual retail and high-net-worth investors, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and a long-term purchase orientation, managing assets primarily in equities and fixed income while also serving institutional clients such as insurance companies and government entities.

ESG / Sustainable investing
user avatar

Brian C

Remote

Cardinal Capital Management, Inc.

Brian Coughlin is an advisor at Cardinal Capital Management, Inc. with 10 years of industry experience. He has been with Cardinal Capital Management since 2003. Cardinal Capital Management provides investment advisory services to a diverse client base including individual retail and high-net-worth investors, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and a long-term purchase orientation, managing assets primarily in equities and fixed income while serving a substantial non-U.S. client base and various institutional clients.

ESG / Sustainable investing
user avatar

Emily B

CFA®

Remote

Cardinal Capital Management, Inc.

Emily Burt is a CFA® charterholder with seven years of industry experience. She has been with Cardinal Capital Management, Inc. since 2009. Cardinal Capital Management provides investment advisory services to a diverse client base including individual retail and high-net-worth investors, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and a long-term purchase orientation, managing assets primarily in equities and fixed income while also serving institutional clients such as insurance companies and government entities.

ESG / Sustainable investing
user avatar

Ian W

Series 65

Remote

Cardinal Capital Management, Inc.

Ian Wood is a Series 65-licensed advisor with Cardinal Capital Management, Inc., where he has worked since 2017. He has six years of industry experience, including three years at Nelson Financial Planning Corp. Outside of his advisory role, Ian is also an insurance agent with BCWB Hospitality, focusing on life, disability, and critical illness insurance. Cardinal Capital Management serves a diverse client base including individual investors, business entities, pension plans, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, primarily allocating among equities and fixed income while managing over $4 billion in assets.

ESG / Sustainable investing
user avatar

Austin C

Series 65

Remote

Cardinal Capital Management, Inc.

Austin Coughlin is a financial advisor at Cardinal Capital Management, Inc. He holds a Series 65 designation and has been with the firm since 2017. Prior to joining Cardinal, he was affiliated with the University of Manitoba from 2014 to 2018. Cardinal Capital Management provides investment advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, managing portfolios primarily with equities and fixed income while also offering financial planning and consulting services.

ESG / Sustainable investing
View complete list of advisors at this firm
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