Investment adviser · CRD 307600
CARDEA CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
VERO BEACH, FL, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $124M Form ADV · Item 5.F
- Client accounts
- 393 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 231 | $67,113,870 | 54.1% |
| High-net-worth individuals | 25 | $56,826,479 | 45.8% |
| Corporations & businesses | 1 | $221,502 | 0.2% |
Filing source
Form ADV 2122180 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
601 21ST STREET, SUITE 300VERO BEACH, FL, 32960, United States
CRD 307600
Filing source
Form ADV 2122180 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.