# Cardinal Wealth Advisory

Cardinal Wealth Advisory is a Bank / Wealth / Trust based in Memphis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Memphis, United States
- **Region:** North America
- **Address:** Memphis, TN, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** cardinalwealthadvisory.com
- **LinkedIn:** linkedin.com/company/cardinal-wealth-advisory-llc

## Regulatory record

- **CRD number:** 136659
- **SEC file number:** 801-124698
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136659

## About

Cardinal Wealth Advisory was established in 2005 in Memphis, Tennessee. It operates as a registered investment advisor serving high-net-worth individuals. The firm delivers investment advisory services, financial planning, and portfolio management. No specific asset classes, portfolio holdings, or geographic deployment beyond its headquarters have been disclosed. No recent operational events from the last 24 months are verifiable. Team size, additional offices, and adjacent vehicles remain undisclosed. The firm maintains a standard RIA structure with no documented co-investor clubs, hybrid mandates, or succession details in public sources.

## Questions

### Who runs investment decisions at Cardinal Wealth Advisory?

No named principals or investment committee members are disclosed in available sources.

### What services does Cardinal Wealth Advisory provide?

The firm provides investment advisory, financial planning, and portfolio management to high-net-worth individuals.

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- [CardinalStone Capital Advisers](https://altss.com/profile/cardinalstone-capital-advisers)
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Last updated: 2026-06-03T20:00:00.000Z

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