Emily Burt
Cardinal Capital Management · Winnipeg, Manitoba, Canada
Emily Burt is a fee-only financial advisor at Cardinal Capital Management in Winnipeg, Manitoba, Canada, who holds the CFA credential. Emily 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 6010108 |
| Firm size | 81 employees |
| Disclosures | None reported |
| Website | www.cardinal.ca |
| Profile |
How Emily'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 Emily
Is Emily Burt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily 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 Emily charge for financial advice?
Emily charges a percentage of assets.
How much does Emily 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 Emily Burt based?
Emily Burt is based in Winnipeg, Manitoba, Canada.
What credentials does Emily Burt hold?
Emily Burt holds the CFA credential.
Is Emily Burt registered with the SEC?
Yes. Emily Burt is registered as an investment adviser representative in LA and TX (CRD 6010108), 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 Emily Burt?
Through Emily'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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