Cardinal Capital Management Inc is a large advisory firm based in Raleigh. It manages $415.58 million of regulatory assets for 1,068 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Georgia, New York, and 3 other states.
Cardinal Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cardinal Capital Management Inc is $415.58 million. The firm's AUM has grown by 661% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cardinal Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Cardinal Capital Management is high net worth individuals with 93 clients and $282.6 million of assets under management. Among the 8 most similar advisory firms, Cardinal Capital Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $355.79 million for 228 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cardinal Capital Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cardinal Capital Management Inc performs its advisory services is located at 2626 Glenwood Avenue, Raleigh, NC 27608, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-532-7500 or by fax 919-532-7501. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at cardinalcapitalmanagement.com.