Cardea Capital Advisors, LLC

Cardea Capital Advisors, LLC (CRD# 307600) is a financial advisory firm headquartered in Atlanta, GA. They manage $78,255,475 in 246 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3350 Riverwood Parkway, Suite 2215, Atlanta, GA 30339
https://www.facebook.com/cardea-capital-advisors-106453757845378/
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $318,112
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, MA, NC, NJ, NY, TX

Financial Advisors at Cardea Capital Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kendall Borchardt, financial advisor Atlanta GA
Kendall S. Borchardt
CRD#: 2308029
3350 Riverwood Parkway, Suite 2215, Atlanta, GA 30339

Kendall Borchardt (CRD# 2308029) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.

2
Christopher Hanson, financial advisor Atlanta GA
Christopher J. Hanson
CRD#: 5954029
3350 Riverwood Parkway, Suite 2215, Atlanta, GA 30339

Christopher Hanson (CRD# 5954029) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

3
Jeffrey Kopp, financial advisor Jacksonville FL
Jeffrey B. Kopp
CRD#: 3069742
Jacksonville, FL

Jeffrey Kopp (CRD# 3069742) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Jacksonville, FL and has over 25 years of experience in the finance industry.

4
Kevin Ross, financial advisor Atlanta GA
Kevin Ross
CRD#: 2290136
3350 Riverwood Parkway, Suite 2215, Atlanta, GA 30339

Kevin Ross (CRD# 2290136) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

5
Patrick Thomas, financial advisor Atlanta GA
Patrick A. Thomas
CRD#: 735354
3350 Riverwood Parkway, Suite 2215, Atlanta, GA 30339

Patrick Thomas (CRD# 735354) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 42 years of experience in the finance industry.

6
Charles Wood, financial advisor Atlanta GA
Charles B. Wood
CRD#: 4081749
3350 Riverwood Parkway, Suite 2215, Atlanta, GA 30339

Charles Wood (CRD# 4081749) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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