# Cardinal Financial Consultants

Cardinal Financial Consultants is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 147918
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147918

## About

Cardinal Financial Consultants, LLC is a state-registered investment adviser in Okemos, MI. The firm manages $18 million in assets, $17 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Cardinal Financial Consultants?

No named principals or investment professionals are publicly disclosed. The firm's leadership and decision-making structure remain private.

### What is Cardinal Financial Consultants' known posture on co-investments?

No public information exists regarding the firm's willingness to co-invest alongside external GPs or other family offices.

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- [Gabe Nelson Financial](https://altss.com/profile/gabe-nelson-financial-inc)
- [Northwest Asset Management](https://altss.com/profile/northwest-asset-management)

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Last updated: 2026-07-06T01:24:13.527Z

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