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CARDINAL POINT WEALTH MANAGEMENT
Legal name: CARDINAL POINT CAPITAL MANAGEMENT, ULC
CRD 140619File 801-66719
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.81B
Top 25% of cohort (national)
Discretionary AUM
$4.79B
Non-discretionary $20.5M
Clients
2,387
8,857 accounts
Employees
56
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 23, 2006
- Principal office
- 3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500, TORONTO, ON, M8X 2X3
- Phone
- 866-213-2036
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.81B
- Discretionary AUM
- $4.79B
- Non-discretionary AUM
- $20.5M
- Discretionary accounts
- 8,826
- Non-discretionary accounts
- 31
- Total accounts
- 8,857
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 195 | $570.5M |
| Charitable organizations | 17 | $65.3M |
| High net worth individuals | 1,134 | $3.64B |
| Individuals (other than high net worth individuals) | 1,041 | $529.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other 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
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,286 | 2,387 | increased by101 |
| Apr 1, 2026 | AUM | $3,982,682,392 | $4,808,296,667 | increased by$825,614,275 |
| Apr 1, 2026 | Accounts | 6,951 | 8,857 | increased by1,906 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 43 | 56 | increased by13 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,182 | 2,286 | increased by1,104 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,246,856,073 | $3,982,682,392 | increased by$1,735,826,319 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4,840 | 6,951 | increased by2,111 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 43 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 781 | 1,182 | increased by401 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,107,537,645 | $2,246,856,073 | increased by$1,139,318,428 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,418 | 4,840 | increased by1,422 |
| Oct 1, 2022 | Employees | 27 | 35 | increased by8 |
| Oct 1, 2022 | Clients | 402 | 781 | increased by379 |
| Oct 1, 2022 | AUM | $504,327,488 | $1,107,537,645 | increased by$603,210,157 |
| Oct 1, 2022 | Accounts | 1,453 | 3,418 | increased by1,965 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CARDINAL POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARDINAL POINT” 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.