KARDINAL FINANCIAL

KARDINAL FINANCIAL is an SEC-registered investment adviser (CRD 316730). Regulatory assets under management: $9.0M.

Registration

• CRD: 316730
• Type: Registered investment adviser
• Phone: (608) 405-6375
• Latest filing: 2026-03-21
• Regulatory AUM: $9.0M
• Discretionary AUM: $8.9M
• Non-discretionary AUM: $115K
• Clients: 1
• Accounts: 20

Business model

Compensation: Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316730 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search