CARDEA CAPITAL ADVISORS, LLC of VERO BEACH, FL is an SEC-registered investment adviser (CRD 307600). Regulatory assets under management: $124.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |