Gregory Phillips
Cardinal Capital Management · Winnipeg, Manitoba, Canada
Gregory Phillips is a fee-only financial advisor at Cardinal Capital Management in Winnipeg, Manitoba, Canada. Gregory charges a percentage of assets (1.5% a year on the first tier of assets managed and a $500,000 asset minimum).
Request an introduction to Gregory →
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 6288991 |
| Exams passed | Series 65 (2013) |
| Firm size | 81 employees |
| Disclosures | None reported |
| Website | www.cardinal.ca |
How Gregory's firm compares
- Cardinal Capital Management's average account is about $386,000, from its Form ADV (assets managed divided by 10,416 accounts).
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gregory
Is Gregory Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory 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 Gregory charge for financial advice?
Gregory charges a percentage of assets.
How much does Gregory 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 Gregory Phillips based?
Gregory Phillips is based in Winnipeg, Manitoba, Canada.
Is Gregory Phillips registered with the SEC?
Yes. Gregory Phillips is registered as an investment adviser representative in TX (CRD 6288991), 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 Gregory Phillips?
Through Gregory'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.
See something wrong? Request a correction. Read our methodology.