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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 Aug 17, 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 |
|---|---|---|---|
| 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.