# CARDEA CAPITAL GROUP, INC.

CARDEA CAPITAL GROUP, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 311932
- Type: SEC-registered investment adviser
- SEC file number: 801-120046
- Location: 3350 RIVERWOOD PARKWAY, SUITE 2215, ATLANTA, GA, 30339
- Phone: 770-977-7779
- Latest filing: 2024-03-30
- Regulatory AUM: $22.4M
- Discretionary AUM: $21.1M
- Non-discretionary AUM: $1.3M
- Clients: 2
- Accounts: 28

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| PHILP STEPHEN DAIN | CCO | — |
| WOOD CHARLES BRYAN | CCO; CCO/COO | — |
| HURD JONATHAN SCOTT | CHIEF COMPLIANCE OFFICER | — |
| LAROCCO CAROLYN | CHIEF EXECUTIVE OFFICER | — |
| JACKSON KENNETH R | CHIEF OPERATING OFFICER | — |
| WARING JORDAN WHITNEY | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| BORCHARDT KENDALL SAVAGE | CHIEF EXECUTIVE OFFICER; SECRETARY | — |
| Raez Alfredo | CHIEF FINANCIAL OFFICER | — |
| KING TOMIKA B | CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311932/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311932/similar
- Related entities: https://search.stillhousedata.com/firm/311932/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311932

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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.