CARDINAL RETIREMENT PLANNING, INC.

CARDINAL RETIREMENT PLANNING, INC. is an SEC-registered investment adviser (CRD 166545). Regulatory assets under management: $127.4M.

Registration

• CRD: 166545
• SEC file number: 801-132974
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166545 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search