# CARDINAL RETIREMENT PLANNING, INC.

CARDINAL RETIREMENT PLANNING, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 166545
- Type: SEC-registered investment adviser
- SEC file number: 801-132974
- Phone: 919-439-2114
- Latest filing: 2026-06-02
- Regulatory AUM: $127.4M
- Discretionary AUM: $125.4M
- Non-discretionary AUM: $2.0M
- Clients: 3
- Accounts: 251

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Douglas Victor Amis | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Anessa Custovic | INVESTMENT ADVISOR REPRESENTATIVE/CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166545/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166545/similar
- Related entities: https://search.stillhousedata.com/firm/166545/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166545

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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.