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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Barton, Wilson, Perry | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Barton, Wilson, Perry | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, SARA, D. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEEL, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/CCO | E | Control |
| KEEL, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/CCO | E | Control |
| KEEL, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
| KEEL, III, DANIEL, TALMADGE | I | MANAGING PRINCIPAL/MEMBER | E | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (5)
AL GA MS TN TX
Address
5100 POPLAR AVE SUITE 2410MEMPHIS, TN 38137
United States
Phone: 901-767-4401