CARDINAL WEALTH ADVISORY, LLC
CRD #136659 SEC #801-124698 MEMPHIS, TN 901-767-4401
SEC Registered
Total AUM
$208.2M
Discretionary
$208.2M
Employees
3
Clients
0
Accounts
198
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $208.2M | $208.2M | $0 | 3 | 0 |
| May 2025 | $208.2M | $208.2M | $0 | 3 | 0 |
| Mar 2025 | $208.2M | $208.2M | $0 | 3 | 0 |
| Mar 2024 | $145.4M | $145.4M | $0 | 3 | 0 |
| Mar 2023 | $125.4M | $125.4M | $0 | 3 | 0 |
| Sep 2022 | $117.6M | $117.6M | $0 | 3 | 0 |
| Apr 2022 | $117.6M | $117.6M | $0 | 3 | 0 |
| Mar 2022 | $117.6M | $117.6M | $0 | 3 | 0 |
| Jul 2012 | $55.4M | $47.2M | $8.2M | 1 | 26 |
| Jul 2012 | $55.4M | $47.2M | $8.2M | 1 | 26 |
| Jun 2012 | $55.4M | $47.2M | $8.2M | 1 | 26 |
| Mar 2012 | $55.4M | $47.2M | $8.2M | 1 | 26 |
| May 2009 | $32.4M | $28.6M | $3.8M | 5 | -- |
| Mar 2008 | $48.5M | $38.5M | $10M | 5 | -- |
| Jan 2007 | $25.7M | $25.7M | $0 | 5 | -- |
| Mar 2006 | $25.7M | $25.7M | $0 | 5 | -- |
DateAug 2025
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2012
Total AUM$55.4M
Discretionary$47.2M
Non-Disc.$8.2M
Employees1
Clients26
DateJul 2012
Total AUM$55.4M
Discretionary$47.2M
Non-Disc.$8.2M
Employees1
Clients26
DateJun 2012
Total AUM$55.4M
Discretionary$47.2M
Non-Disc.$8.2M
Employees1
Clients26
DateMar 2012
Total AUM$55.4M
Discretionary$47.2M
Non-Disc.$8.2M
Employees1
Clients26
DateMay 2009
Total AUM$32.4M
Discretionary$28.6M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2008
Total AUM$48.5M
Discretionary$38.5M
Non-Disc.$10M
Employees5
Clients--
DateJan 2007
Total AUM$25.7M
Discretionary$25.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$25.7M
Discretionary$25.7M
Non-Disc.$0
Employees5
Clients--