RIA IntelAdvisersIndianaCARDINAL CAPITAL MANAGEMENT, LLC

CARDINAL CAPITAL MANAGEMENT, LLC

Advisory

MUNCIE, IN

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in IN
#217
of 270 advisers by AUM
Average account
$218K
across 433 accounts
AUM per adviser
$47M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$95M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$95M
Discretionary AUM$95M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients140
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, LA, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

BENHAM WEALTH MANAGEMENT, LLC
GREENWOOD, IN
$94M
ELPIS CAPITAL GROUP, LLC
FISHERS, IN
$95M
CIRCLE CITY WEALTH MANAGEMENT LLC
CARMEL, IN
$96M
SMART CHOICE FINANCIAL PLANNING, INC.
$96M
CADE GROUP, INC.
CARMEL, IN
$93M
+0.8% 1Y
ATIS, INC
HIGHLAND, IN
$96M

Get the full picture on CARDINAL CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CARDINAL CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans