Firm
Cardinal Capital Management
Winnipeg, Texas
Fee-only
Cardinal Capital Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 8 advisors are listed here; 3 of 8 hold the CFA.
- Its Form ADV reports 81 employees and 3,029 individual clients, 675 of them high net worth.
- Its average account is about $386,000 (assets it manages divided by its 10,416 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Winnipeg, Texas |
|---|---|
| Website | cardinal.ca |
| Phone | (800) 310-4664 |
Cardinal Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"Cardinal’s base annual fee is 1.5%, for equities, and 1.0% for bonds, and works on a tiered structure." source
"Minimum client portfolio size" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $4.0 billion |
| Individual clients | 2,354 |
| High-net-worth clients | 675 |
| Accounts managed | 10,416 |
| Employees | 81 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-61764) |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 124729 |