RIA Intel›Advisers›CARDINAL CAPITAL MANAGEMENT, INC.

CARDINAL CAPITAL MANAGEMENT, INC.

Advisory

N·WINNIPEG

Data as of Jan 6, 2026 · Source: SEC Form ADV

Total AUM

$4.0B

1-Year AUM Growth

+27.7%

3-Year CAGR

+8.2%

Employees

16

Assets Under Management

Total AUM$4.0B

Discretionary AUM$4.0B

Non-Discretionary AUM$34M

Discretionary %99.1%

Total Clients3,444

Team

Total Employees16

Investment Advisers81

Employee Growth (1Y)-55.2%

Filing History

Total Filings on Record51

First FilingJan 22, 2003

Latest FilingJan 6, 2026

🔒 Full AUM trend chart and 51 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CARDINAL CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.