Cardinal Wealth Advisory, Llc
- Regulatory AUM
- $273M
- Discretionary
- $243M
- Clients
- 103
- Avg AUM / client
- $2.7M
- Accounts
- 225
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $8.5M | 3.12% |
| High net worth individuals | 41 | $183M | 66.9% |
| Banking or thrift institutions | 1 | $1.8M | 0.64% |
| Insurance companies | 1 | $48.5M | 17.7% |
| Corporations and other businesses | 7 | $31.7M | 11.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Talmadge Keel, Iii | Managing Principal/Member | Aug 2005 (21y) | 75% or more | |
| Wellford, Sara, D. | Chief Compliance Officer | Mar 2008 (18y) | Less than 5% | |
| Wilson Perry Barton | Registered representative | Dec 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗