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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 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 |
|---|---|---|---|---|
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CEO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CCO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CCO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT AND CCO | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| BORCHARDT, KENDALL, SAVAGE | I | PRESIDENT | NA | Control |
| HURD, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HURD, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HURD, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HURD, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HURD, JONATHAN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KING, TOMIKA, B | I | CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER | NA | Control |
| KING, TOMIKA, B | I | CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER | NA | Control |
| KING, TOMIKA, B | I | CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER | NA | Control |
| KING, TOMIKA, B | I | CHIEF OPERATING OFFICER | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| PHILP, STEPHEN, DAIN | I | CCO | NA | |
| ROSCELLI, RICHARD, KENNETH | I | DIRECTOR OF INVESTMENTS | NA | |
| ROSCELLI, RICHARD, KENNETH | I | DIRECTOR OF INVESTMENTS | NA | |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Raez, Alfredo | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOD, CHARLES, BRYAN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| CARDEA HOLDINGS USA LLC | DE | SHAREHOLDER | E | Control |
| Jana, Waring | I | SHAREHOLDER | E | Control |
| Jana, Waring | I | SHAREHOLDER | E | Control |
| Jana, Waring | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| WARING, JORDAN, WHITNEY | I | SHAREHOLDER | E | Control |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B | |
| FUNDERS CLOUD LLC | DE | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| CARDEA CORPORATE HOLDINGS, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| FOURCORE CAPITAL, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| FOURCORE CAPITAL, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| FOURCORE CAPITAL, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| FOURCORE CAPITAL, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| FOURCORE CAPITAL, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| FOURCORE CAPITAL, INC. | DE | CARDEA HOLDINGS USA LLC | E | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | FOURCORE CAPITAL, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | FOURCORE CAPITAL, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | CARDEA CORPORATE HOLDINGS, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | FOURCORE CAPITAL, INC. | D | Control |
| WARING, JORDAN, WHITNEY | I | FOURCORE CAPITAL, INC. | C | Control |
| WARING, JORDAN, WHITNEY | I | FOURCORE CAPITAL, INC. | C | Control |
| WARING, JORDAN, WHITNEY | I | FOURCORE CAPITAL, INC. | C | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (11)
AL AZ CA FL GA LA MA NC NJ NY TX
Address
2520 NORTHWINDS PARKWAYSUITE 309
ALPHARETTA, GA 30009
United States
Phone: 770-977-7779