CARDEA CAPITAL ADVISORS, LLC
CRD #307600 SEC #801-118445 ALPHARETTA, GA 770-977-7779
SEC Registered
Total AUM
$105.8M
Discretionary
$104.5M
Employees
10
Clients
1
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $105.8M | $104.5M | $1.3M | 10 | 7 |
| Mar 2025 | $105.8M | $104.5M | $1.3M | 10 | 7 |
| Jan 2025 | $147.5M | $113.5M | $34.1M | 10 | 64 |
| Dec 2024 | $147.5M | $113.5M | $34.1M | 10 | 64 |
| Dec 2024 | $147.5M | $113.5M | $34.1M | 10 | 64 |
| Nov 2024 | $147.5M | $113.5M | $34.1M | 13 | 64 |
| Nov 2024 | $147.5M | $113.5M | $34.1M | 13 | 64 |
| Nov 2024 | $147.5M | $113.5M | $34.1M | 13 | 64 |
| Aug 2024 | $133.3M | $133.3M | $0 | 13 | 64 |
| Jun 2024 | $133.3M | $133.3M | $0 | 13 | 64 |
| Apr 2024 | $79.3M | $79.3M | $0 | 13 | 64 |
| Apr 2024 | $78.3M | $78.3M | $0 | 9 | 158 |
| Mar 2023 | $83.8M | $83.8M | $0 | 8 | 183 |
| Jan 2023 | $91.9M | $91.9M | $0 | 8 | 0 |
| Mar 2022 | $91.9M | $91.9M | $0 | 8 | 0 |
| Feb 2022 | $82.1M | $80.8M | $1.2M | 9 | 0 |
| Dec 2021 | $82.1M | $80.8M | $1.2M | 9 | 0 |
| Sep 2021 | $82.1M | $80.8M | $1.2M | 9 | 0 |
| Aug 2021 | $82.1M | $80.8M | $1.2M | 9 | 0 |
| Jul 2021 | $82.1M | $80.8M | $1.2M | 8 | 0 |
| Jun 2021 | $82.1M | $80.8M | $1.2M | 8 | 0 |
| May 2021 | $82.1M | $80.8M | $1.2M | 8 | 0 |
| Mar 2021 | $82.1M | $80.8M | $1.2M | 8 | 0 |
| Jan 2021 | $0 | $0 | $0 | 9 | 0 |
| Jul 2020 | $0 | $0 | $0 | 9 | 0 |
| Jul 2020 | $0 | $0 | $0 | 9 | 0 |
| Jun 2020 | $0 | $0 | $0 | 9 | 0 |
| Apr 2020 | $0 | $0 | $0 | 9 | 0 |
| Apr 2020 | $0 | $0 | $0 | 9 | 0 |
| Mar 2020 | $0 | $0 | $0 | 9 | 0 |
| Mar 2020 | $0 | $0 | $0 | 9 | 0 |
DateDec 2025
Total AUM$105.8M
Discretionary$104.5M
Non-Disc.$1.3M
Employees10
Clients7
DateMar 2025
Total AUM$105.8M
Discretionary$104.5M
Non-Disc.$1.3M
Employees10
Clients7
DateJan 2025
Total AUM$147.5M
Discretionary$113.5M
Non-Disc.$34.1M
Employees10
Clients64
DateDec 2024
Total AUM$147.5M
Discretionary$113.5M
Non-Disc.$34.1M
Employees10
Clients64
DateDec 2024
Total AUM$147.5M
Discretionary$113.5M
Non-Disc.$34.1M
Employees10
Clients64
DateNov 2024
Total AUM$147.5M
Discretionary$113.5M
Non-Disc.$34.1M
Employees13
Clients64
DateNov 2024
Total AUM$147.5M
Discretionary$113.5M
Non-Disc.$34.1M
Employees13
Clients64
DateNov 2024
Total AUM$147.5M
Discretionary$113.5M
Non-Disc.$34.1M
Employees13
Clients64
DateAug 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees13
Clients64
DateJun 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees13
Clients64
DateApr 2024
Total AUM$79.3M
Discretionary$79.3M
Non-Disc.$0
Employees13
Clients64
DateApr 2024
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees9
Clients158
DateMar 2023
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees8
Clients183
DateJan 2023
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees9
Clients0
DateDec 2021
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees9
Clients0
DateSep 2021
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees9
Clients0
DateAug 2021
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees9
Clients0
DateJul 2021
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees8
Clients0
DateJun 2021
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees8
Clients0
DateMay 2021
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees8
Clients0
DateMar 2021
Total AUM$82.1M
Discretionary$80.8M
Non-Disc.$1.2M
Employees8
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0