# CARDEA CAPITAL ADVISORS, LLC

CARDEA CAPITAL ADVISORS, LLC of VERO BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 307600
- Type: SEC-registered investment adviser
- SEC file number: 801-118445
- Location: 601 21ST STREET, SUITE 300, VERO BEACH, FL, 32960
- Phone: 770-977-7779
- Latest filing: 2026-07-27
- Regulatory AUM: $124.2M
- Discretionary AUM: $121.9M
- Non-discretionary AUM: $2.3M
- Clients: 9
- Accounts: 393

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Kendall Savage Borchardt | PRESIDENT | — |
| Jordan Whitney Waring | SHAREHOLDER | Alpharetta, GA |
| Stephen Dain Philp | CCO | — |
| Richard Kenneth Roscelli | CCO; CCO/CHIEF INVESTMENT STRATEGIST; DIRECTOR OF INVESTMENTS | — |
| Alfredo Raez | CHIEF FINANCIAL OFFICER | — |
| PHILP STEPHEN DAIN | CCO | — |
| WOOD CHARLES BRYAN | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HURD JONATHAN SCOTT | CHIEF COMPLIANCE OFFICER | — |
| WARING JORDAN WHITNEY | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Jana Waring | SHAREHOLDER | — |
| BORCHARDT KENDALL SAVAGE | PRESIDENT; PRESIDENT AND CCO; PRESIDENT AND CEO | — |
| Raez Alfredo | CHIEF FINANCIAL OFFICER | — |
| KING TOMIKA B | CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER | — |
| Roxanna Marie Guinan | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307600/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307600/similar
- Related entities: https://search.stillhousedata.com/firm/307600/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307600

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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.