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CARDINAL MARK LLC

Advisory

IL

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in IL
#1,514
of 1,719 advisers by AUM
Average account
$257K
across 47 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

LONG RUN INVESTMENT MANAGEMENT, LLC
$12M
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WATCHTOWER WEALTH, LLC
NORTHBROOK, IL
$12M
HILLS FUND MANAGEMENT, LLC
BARRINGTON, IL
$12M
-25.4% 1Y
WEALTH PRESERVERS, LLC
CRYSTAL LAKE, IL
$12M
LEMLEY YARLING MANAGEMENT CO
$12M
-36.5% 1Y

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