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CARDINAL CAPITAL MANAGEMENT INC
CRD 108076File 801-40703
APPROVED
Retail clients
Custody
Filing as of Feb 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$990.2M
Non-discretionary $35.8M
Clients
305
1,498 accounts
Employees
4
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 30, 1992
- Principal office
- 2626 GLENWOOD AVENUE, SUITE 380, RALEIGH, NC, 27608
- Phone
- 919-532-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $990.2M
- Non-discretionary AUM
- $35.8M
- Discretionary accounts
- 1,431
- Non-discretionary accounts
- 67
- Total accounts
- 1,498
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $233.4M |
| Charitable organizations | 11 | $27.9M |
| High net worth individuals | 151 | $671.8M |
| Individuals (other than high net worth individuals) | 136 | $92.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Mar 1, 2026 | Clients | 298 | 305 | increased by7 |
| Mar 1, 2026 | AUM | $891,381,455 | $1,025,998,835 | increased by$134,617,380 |
| Mar 1, 2026 | Accounts | 1,461 | 1,498 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 267 | 298 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $639,432,093 | $891,381,455 | increased by$251,949,362 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,149 | 1,461 | increased by312 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 228 | 267 | increased by39 |
| Apr 1, 2022 | AUM | $535,922,049 | $639,432,093 | increased by$103,510,044 |
| Apr 1, 2022 | Accounts | 1,098 | 1,149 | increased by51 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CARDINAL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARDINAL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.