# CARDINAL WEALTH ADVISORY, LLC

CARDINAL WEALTH ADVISORY, LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 136659
- Type: SEC-registered investment adviser
- SEC file number: 801-124698
- Location: 5100 POPLAR AVE SUITE 2410, MEMPHIS, TN, 38137
- Phone: 901-767-4401
- Latest filing: 2026-03-26
- Regulatory AUM: $273.2M
- Discretionary AUM: $242.9M
- Non-discretionary AUM: $30.3M
- Clients: 3
- Accounts: 225

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Iii Daniel Keel | MANAGING PRINCIPAL/MEMBER | — |
| Wilson Perry Barton | CHIEF COMPLIANCE OFFICER | — |
| Sara D Wellford | CHIEF COMPLIANCE OFFICER | — |
| KEEL DANIEL TALMADGE | MANAGING PRINCIPAL/CCO; MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL/MEMBER | — |
| WELLFORD SARA D | CHIEF COMPLIANCE OFFICER | — |
| Sara D. Wellford | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136659/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136659/similar
- Related entities: https://search.stillhousedata.com/firm/136659/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136659

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.