Cardinal Capital Management Review

Trust Score 96%
Trust Score info_outline

Cardinal Capital Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 6 advisors. Cardinal Capital Management manages $1.5 billion and provides investment advisory services for 1,123 clients (1:188 advisor/client ratio).

Cardinal Capital Management requires a $500,000 minimum investment and charges a blended rate 1.50% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management


  • There is only one licensed advisor for every 188 clients (industry average 1:50)
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

View Full Report

Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $1,331,789
Hybrid Advisor No
Disciplinary History No
Total AUM $1.5 billion
Advisor / Client Ratio 1:188
Headquarters Winnipeg, Rhb Canada
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0 to $2,000,000 1.50%
$2,000,001 to $5,000,000 1.25%
$5,000,001 to $10,000,000 1.00%
$10,000,001+ Negotiable

Questions & Answers

Get answers about Cardinal Capital Management

Ask a question question_answer