CARDINAL WEALTH ADVISORY, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 136659). Regulatory assets under management: $273.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |