Updated September 27, 2023
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Cardinal Capital Management

Investment Advisor Firm
Total assets under management$594M
Years in business32+

About Cardinal Capital Management

Cardinal Capital Management, founded in 1992, is a dedicated, SEC-registered investment management firm. Their unwavering commitment is to provide top-tier personalized investment services. The firm's primary focus lies in managing individual portfolios across U.S. and non-U.S. equities and fixed-income assets, catering to individuals, trusts, corporations, foundations, and endowments.

As fiduciaries, Cardinal places their clients' interests above all else, standing as registered investment advisors and investing alongside their clients. Their compliance with the Global Investment Performance Standards (GIPS®) underscores their commitment to transparent, independently verified performance.

Cardinal Capital's mission is to surpass relevant benchmark index returns net of fees while minimizing risk over complete market cycles. Their valuation-oriented approach utilizes the proprietary Multifactor Model to identify undervalued, robust companies. They personally manage all client accounts, retaining a 100% employee-owned structure that avoids commission collection, ensuring alignment with clients' interests.

Offering a range of portfolios, including U.S. large-cap equities, non-U.S. equities, U.S. small-cap equities, and balanced portfolios, Cardinal Capital aims to provide consistent, protected, and superior performance. Their bottom-up investment process prioritizes value selection, risk control, and consistency, ensuring clients benefit from well-diversified, customized portfolios.

With a track record of achieving positive alpha while maintaining lower volatility than the market, Cardinal Capital Management stands as a trusted partner for those seeking superior investment returns.

Pricing options

Monthly Fee
Flat Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management

More about Cardinal Capital Management

DesignationsMinimum asset threshold
N/AN/A
Firm CRD NumberNumber of advisors
1080763

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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