Roxanna Guinan
Cardea Capital Advisors · Coral Gables, Florida
Roxanna Guinan is a fee-only financial advisor at Cardea Capital Advisors in Coral Gables, Florida. Roxanna focuses on cross-border (US / Canada), family wealth transfer and sustainable & impact investing. Cardea Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Roxanna →
Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Cardea Capital Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $124.2M across 393 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1194705 |
| Exams passed | Series 63 (1986) · Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | cardeacap.com |
| Profile |
Request an introduction to Roxanna
Tell Roxanna a little about what you're looking for. Roxanna 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 Roxanna
Is Roxanna Guinan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roxanna holds no broker registration, and Cardea Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roxanna charge for financial advice?
Roxanna's firm, Cardea Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roxanna Guinan based?
Roxanna Guinan is based in Coral Gables, Florida.
What does Roxanna specialize in?
Roxanna's specialties include cross-border (US / Canada), family wealth transfer, sustainable & impact investing and estate & legacy planning. Roxanna works with ultra high net worth and multi-generational families.
Is Roxanna Guinan registered with the SEC?
Yes. Roxanna Guinan is registered as an investment adviser representative in FL (CRD 1194705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cardea Capital Advisors manage?
Cardea Capital Advisors reports $124.2M across 393 accounts in assets under management.
How do I contact Roxanna Guinan?
Through Roxanna's website, cardeacap.com.
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
- Cardea Capital Advisors 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.