CARDINAL WEALTH ADVISORY, LLC
SEC file number 801-64704
· MEMPHIS, TN
https://cardinalfinancial.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$55.4M
Discretionary AUM
$47.2M
Employees
—
Clients
—
Firm
- Address
- 5100 POPLAR AVENUE, SUITE 814
MEMPHIS, TN 38137 - Phone
- —
- Website
- https://cardinalfinancial.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Ardlussa Cardinal SPV, LLC Low name-match confidence · CIK 2126126 · OH
- Boldstart Cardinal, LLC Low name-match confidence · CIK 2078123 · FL
- Cardinal Action Cams, Inc Low name-match confidence · CIK 2142440 · CO
- CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP Low name-match confidence · CIK 1430741 · NY
- CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP Low name-match confidence · CIK 1424905 · NY
- CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD Low name-match confidence · CIK 1396358 · NY
- CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LP Low name-match confidence · CIK 1432636 · NY
- Cardinal Club, LLC Low name-match confidence · CIK 2158624 · SC
- Cardinal Co-Invest Aggregator, L.P. Low name-match confidence · CIK 2101829 · NY
- Cardinal Collective, LLC Low name-match confidence · CIK 2113069 · VA
- Cardinal Data Power, Inc. Low name-match confidence · CIK 2149054 · TX
- Cardinal-EV-0810 Fund I, a series of Platform Funds 2026, LP Low name-match confidence · CIK 2150354 · WA
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Cardinal-EV-0810 Fund I, a series of Platform Funds 2026, LP · D · Oct 13, 2026$890K
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Cardinal Club, LLC · D · Oct 5, 2026$50M
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Cardinal Data Power, Inc. · D · Aug 24, 2026$75.8M
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CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP · D/A · Aug 17, 2026
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Cardinal Data Power, Inc. · D · Aug 17, 2026$25.1M
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CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD · D/A · Aug 13, 2026
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CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP · D/A · Aug 13, 2026
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Ardlussa Cardinal SPV, LLC · D/A · Jun 30, 2026$13.9M
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Cardinal Action Cams, Inc · D · Jun 26, 2026$500K
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Ardlussa Cardinal SPV, LLC · D · Apr 1, 2026$6M
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Cardinal Collective, LLC · D/A · Mar 5, 2026$250K
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Cardinal Collective, LLC · D · Feb 24, 2026$250K
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CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LP · D/A · Feb 13, 2026
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Boldstart Cardinal, LLC · D · Feb 6, 2026$1.6M
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Cardinal Co-Invest Aggregator, L.P. · D · Dec 18, 2025
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CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD · D/A · Jul 24, 2025
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CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP · D/A · Jul 24, 2025
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CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP · D/A · Jul 24, 2025