Brian Coughlin
Cardinal Capital Management · Winnipeg, Manitoba, Canada
Brian Coughlin is a fee-only financial advisor at Cardinal Capital Management in Winnipeg, Manitoba, Canada. Brian charges a percentage of assets (1.5% a year on the first tier of assets managed and a $500,000 asset minimum).
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Facts
| Firm | Cardinal Capital Management |
|---|---|
| Based in | Winnipeg, Manitoba, Canada |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $4.02B across 10,416 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6516456 |
| Firm size | 81 employees |
| Disclosures | None reported |
| Website | www.cardinal.ca |
How Brian's firm compares
- Cardinal Capital Management's average account is about $386,000, from its Form ADV (assets managed divided by 10,416 accounts).
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Questions about Brian
Is Brian Coughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Cardinal Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to Cardinal Capital Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Brian Coughlin based?
Brian Coughlin is based in Winnipeg, Manitoba, Canada.
Is Brian Coughlin registered with the SEC?
Yes. Brian Coughlin is registered as an investment adviser representative in TX (CRD 6516456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cardinal Capital Management manage?
Cardinal Capital Management reports $4.02B across 10,416 accounts in assets under management.
How do I contact Brian Coughlin?
Through Brian's website, www.cardinal.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cardinal Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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