RIA Intel›Advisers›Michigan›CARDINAL FINANCIAL CONSULTANTS, LLC

CARDINAL FINANCIAL CONSULTANTS, LLC

Advisory

OKEMOS, MI

Data as of Jun 5, 2025 · Source: SEC Form ADV

Average account

$214K

across 84 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2025.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$17M

Non-Discretionary AUM$540K

Discretionary %97%

Total Clients84

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

84 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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