Investment adviser · CRD 124729
CARDINAL CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
WINNIPEG, Canada · Form ADV filed Jan 6, 2026
- Regulatory AUM
- $4.02B Form ADV · Item 5.F
- Client accounts
- 10,416 Accounts, not individual clients
- Employees
- 81 Reported in this filing
- Advisory professionals
- 16 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 |
|---|---|---|---|
| High-net-worth individuals | 675 | $1,625,823,749 | 40.5% |
| Government entities | Fewer than 5 | $859,856,637 | 21.4% |
| Individuals | 2,354 | $856,204,409 | 21.3% |
| Corporations & businesses | 388 | $508,501,265 | 12.7% |
| Charities | 25 | $100,408,043 | 2.5% |
| Retirement plans | Fewer than 5 | $24,431,718 | 0.6% |
| Pooled investment vehicles | 2 | $23,030,114 | 0.6% |
| Insurance companies | Fewer than 5 | $14,277,589 | 0.4% |
| Other clients | Fewer than 5 | $6,695,740 | 0.2% |
Filing source
Form ADV 2037016 · Jan 6, 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: Jan 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1780 WELLINGTON AVENUE, SUITE 400WINNIPEG, R3H-1B3, Canada
CRD 124729
Filing source
Form ADV 2037016 · Jan 6, 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.