CARDINAL WEALTH ADVISORY, LLC

CRD 136659File 801-124698

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$273.2M

Below cohort median (national)

Discretionary AUM

$242.9M

Non-discretionary $30.3M

Clients

103

225 accounts

Employees

Below cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 2, 2022
Principal office: 5100 POPLAR AVE SUITE 2410, MEMPHIS, TN, 38137
Phone: 901-767-4401
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $273.2M
Discretionary AUM: $242.9M
Non-discretionary AUM: $30.3M
Discretionary accounts: 211
Non-discretionary accounts: 14
Total accounts: 225
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$31.7M
Insurance companies	Fewer than 5	$48.5M
High net worth individuals	41	$182.7M
Banking or thrift institutions	Fewer than 5	$1.8M
Individuals (other than high net worth individuals)	53	$8.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.