Cardinal Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Cardinal may charge a flat fee or waive/reduce fees at its discretion based on various criteria.
$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
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
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.
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