Cardinal Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cardinal Capital Management serves individual and high-net-worth clients as well as retirement plans and other institutions, offering financial planning, discretionary portfolio management, and pension consulting. The firm reports about $94.5 million in assets under management across roughly 140 client relationships and provides ongoing monitoring and rebalancing for client accounts.
Investment advice is primarily implemented through mutual funds and exchange-traded funds, using tactical asset management and a mix of long- and short-term strategies; the firm may employ fundamental and technical analysis, option-writing, and firm-developed model portfolios when appropriate. Portfolio construction is tailored to each client's suitability profile, and the firm typically manages accounts on a discretionary basis with the ability to combine related family accounts for fee breakpoints.
A distinctive feature of the firm is its affiliation with an accounting practice under common ownership, an arrangement that is uncommon among similar advisers and may lead to coordinated or recommended accounting services while the firms maintain separate compensation streams. The advisory team is also licensed to transact insurance business (with such activities disclosed as separate from advisory fees), and the firm provides ERISA-focused pension consulting and participant education as a non-discretionary fiduciary.
Client services
Expertise
Occupation focus
Fee options
$250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
$200/hour for financial planning and pension consulting services, negotiable depending on scope and complexity.
Account minimum: $250,000
Main office
330 East Main Street
Muncie IN 47305
Advisors at this office
2
Most active in
Indiana · Louisiana · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Advisors at this firm
Sarah M
Series 63, Series 65
Muncie, IN
Cardinal Capital Management, LLC
Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.
Lee S
Series 63
Muncie, IN
Cardinal Capital Management, LLC
Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.
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