Cardinal Strategic Wealth Guidance, Llc
- Regulatory AUM
- $618M
- Discretionary
- $580M
- Clients
- 230
- Avg AUM / client
- $2.7M
- Accounts
- 895
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $48.1M | 7.79% |
| High net worth individuals | 119 | $531M | 85.9% |
| Charitable organizations | 1 | $532K | 0.09% |
| Corporations and other businesses | 2 | $38.2M | 6.18% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason A Stuber | Chief Investment Officer And Member | CFA | Apr 2016 (10y) | 10% – 25% |
| Saling, Emily | Chief Compliance Officer | Apr 2016 (10y) | 5% – 10% | |
| Eric James Saling | Chief Executive Officer | CFP | May 2016 (10y) | 50% – 75% |
| Amy Lee Stuber | Senior Wealth Advisor | CFP | Feb 2017 (9y) | 5% – 10% |
| Jeffrey Michael Gough | Senior Wealth Advisor | CFP | May 2018 (8y) | 5% – 10% |
| Tendai Kelly Charasika | Chief Strategy Officer/Member | CFP | Jan 2020 (7y) | 10% – 25% |
| Noah Polk | Registered representative | CFP | Jun 2022 (4y) | |
| Megan Dant | Registered representative | Apr 2023 (3y) | ||
| Christian P Doyle | Registered representative | CFP | Feb 2024 (2y) | |
| Kody James Williams | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 15% 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) | 03/10/2026 | 942 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Raymond James $618M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗