A complete list of active advisors currently associated with Cardinal Capital Management Inc
Warmer can help you find a great advisor at Cardinal Capital Management Inc or one who fits your needs even better.
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).
To learn more about the advisors currently working at Cardinal Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 21
| |
Raleigh, NC
| 15
| |
Raleigh, NC
| 15
|
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