# CARDINAL FINANCIAL CONSULTANTS, LLC

CARDINAL FINANCIAL CONSULTANTS, LLC of OKEMOS, MI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 147918
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147918/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147918/similar
- Related entities: https://search.stillhousedata.com/firm/147918/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147918

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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.