# Cardea Capital Advisors

Cardea Capital Advisors is a Bank / Wealth / Trust based in Vero Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vero Beach, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** cardeacapital.com
- **LinkedIn:** https://www.linkedin.com/company/cardea-capital

## Regulatory record

- **CRD number:** 307600
- **SEC file number:** 801-118445
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307600

## About

Cardea Capital Advisors is an SEC-registered investment adviser in Vero Beach, FL, registered since 2020. The firm manages $124 million in assets, with $122 million on a discretionary basis. It has 9 employees and 4 investment advisers.

## Questions

### Does the firm employ a proprietary portfolio model or operate true open architecture?

Cardea's model is built on open architecture, drawing from a wide range of third-party managers and securities rather than steering client capital into a house-brand fund family. This is a defining feature of its independence as an advisor unattached to a larger bank or asset manager.

### What is Cardea's geographic focus for both clients and investments?

The firm is headquartered in Atlanta and serves clients primarily in the Southeastern United States. Its investment construct is global but heavily weighted toward US and developed international equities and real assets, accessed primarily through commingled funds with a domestic bias.

### What constitutes a typical client profile for Cardea Capital Advisors?

The firm's advisory model is built around corporate executives, business owners, and multi-generational families managing concentrated stock positions and navigating liquidity events. This client base drives a planning-heavy service model with significant emphasis on tax strategy and estate integration.

## Related profiles

- [CAPTRUST Financial Advisors](https://altss.com/profile/captrust-financial-advisors-cfs)
- [Cardiff Capital Region](https://altss.com/profile/cardiff-capital-region-ccr)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cardea-capital-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology