Cardinal Wealth Advisory, LLC

Cardinal Wealth Advisory, LLC (CRD# 136659) is a financial advisory firm headquartered in Memphis, TN. They manage $145,401,575 in 186 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

6075 Poplar Avenue Suite 108, Memphis, TN 38119

By the Numbers

Total Assets Under Management

145

MILLION
Total Number of Accounts

186

ACCOUNTS
Average Account Value

$781,729

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, MS, TN, TX

Financial Advisors at Cardinal Wealth Advisory, LLC

Showing 1 - 2 of 2 top financial advisors.

Wilson P. Barton

CRD#: 6833552

6075 Poplar Avenue Suite 108, Memphis, TN 38119

Wilson Barton (CRD# 6833552) is an Investment Advisor Representative working at Cardinal Wealth Advisory, LLC in Memphis, TN and has over 4 years of experience in the finance industry.

Daniel T. Keel, Iii

CRD#: 1435318

6075 Poplar Avenue Suite 108, Memphis, TN 38119

Daniel Keel, Iii (CRD# 1435318) is an Investment Advisor Representative working at Cardinal Wealth Advisory, LLC in Memphis, TN and has over 38 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals