CARDINAL FINANCIAL CONSULTANTS, LLC

CARDINAL FINANCIAL CONSULTANTS, LLC of OKEMOS, MI is an SEC-registered investment adviser (CRD 147918). Regulatory assets under management: $18.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 147918
• Type: Registered investment adviser
• Location: 4295 OKEMOS RD. #120, OKEMOS, MI, 48864
• Phone: 5172300082
• Latest filing: 2025-06-05
• Regulatory AUM: $18.0M
• Discretionary AUM: $17.5M
• Non-discretionary AUM: $540K
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM, Commissions.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147918 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search