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CARDINAL CAPITAL MANAGEMENT, INC.
CRD 124729File 801-61764
APPROVED
Retail clients
Filing as of Jan 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.02B
Top 25% of cohort (national)
Discretionary AUM
$3.99B
Non-discretionary $34.2M
Clients
3,444
10,416 accounts
Employees
81
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 4, 2003
- Principal office
- 1780 WELLINGTON AVENUE, SUITE 400, WINNIPEG, R3H-1B3
- Phone
- 1-800-310-4664
- Website
- HTTPS://WWW.CARDINAL.CA
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.02B
- Discretionary AUM
- $3.99B
- Non-discretionary AUM
- $34.2M
- Discretionary accounts
- 10,282
- Non-discretionary accounts
- 134
- Total accounts
- 10,416
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 388 | $508.5M |
| Insurance companies | Fewer than 5 | $14.3M |
| Charitable organizations | 25 | $100.4M |
| High net worth individuals | 675 | $1.63B |
| Pooled investment vehicles | 2 | $23.0M |
| Pension and profit sharing plans | Fewer than 5 | $24.4M |
| State or municipal government entities | Fewer than 5 | $859.9M |
| Individuals (other than high net worth individuals) | 2,354 | $856.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 45 | 81 | increased by36 |
| Jan 1, 2026 | Clients | 3,185 | 3,444 | increased by259 |
| Jan 1, 2026 | AUM | $3,593,207,210 | $4,019,229,264 | increased by$426,022,054 |
| Jan 1, 2026 | Accounts | 9,504 | 10,416 | increased by912 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 45 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,190 | 3,185 | increased by995 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,836,149,020 | $3,593,207,210 | increased by$757,058,190 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,605 | 9,504 | increased by2,899 |
| Jan 1, 2022 | Employees | 42 | 34 | decreased by8 |
| Jan 1, 2022 | Clients | 1,804 | 2,190 | increased by386 |
| Jan 1, 2022 | AUM | $2,079,409,539 | $2,836,149,020 | increased by$756,739,481 |
| Jan 1, 2022 | Accounts | 5,584 | 6,605 | increased by1,021 |
| 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.