RIA Intel›Advisers›North Carolina›CARDINAL WEALTH PARTNERS, LLC

CARDINAL WEALTH PARTNERS, LLC

Advisory

CHAPEL HILL, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$473K
across 70 accounts
AUM per adviser
$33M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$33M
Discretionary %
100%
Clients
59
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$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients59
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

TACTICAL INVESTMENT ADVISORS, LLC
HUNTERSVILLE, NC
$33M
SKIBEK WEALTH MANAGEMENT, LLC
$34M
CAPITAL ASSET MANAGEMENT CORPORATION
RALEIGH, NC
$32M
+0.7% 1Y
COLEMAN ADVISORY, LLC
$32M
POTERACK CAPITAL ADVISORY, INC.
CHARLOTTE, NC
$34M
+0.2% 1Y
OTHER SIDE ASSET MANAGEMENT, LLC
RALEIGH, NC
$32M

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