Cardinal Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cardinal Wealth Partners provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plan clients. The firm offers continuous portfolio oversight and, in limited cases, non‑discretionary services, tailoring advice to clients’ stated objectives and allowing reasonable client restrictions on investments.
The firm’s investment approach centers on diversified exchange‑traded funds and mutual funds as core holdings, while also using individual equities, U.S. government and corporate debt, options strategies, and, occasionally, limited partnerships when appropriate. Portfolios are monitored continuously and rebalanced as market conditions or client circumstances change, with implementation driven by client‑specific asset allocation and risk considerations.
Cardinal Wealth Partners’ business model is notable for its industry affiliations: some supervised persons maintain broker‑dealer and insurance registrations, including an affiliated insurance agency (Cardinal Wealth Partners) and access to an unaffiliated broker‑dealer (The Leader Group, LLC), and may receive compensation for the sale of insurance or commission‑based products. The firm discloses these relationships, does not require clients to use affiliate products, and offsets advisory fees when commissions are received; it also accepts institutional 401(k) engagements and manages conflicts through its code of ethics.
Client services
Expertise
Fee options
$100,000 - $1,000,000: 1.5% $1,000,001+: 1.0%
Account minimum: $100,000
Main office
1340 Environ Way
Chapel Hill NC 27517
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Cardinal Wealth Partners · Cardinal Wealth Partners LLC · Cardinal Wealth Partners, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Forms ADV
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