← Directory
SALING WEALTH ADVISORS
Legal name: CARDINAL STRATEGIC WEALTH GUIDANCE, LLC
CRD 283226File 801-107417
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$617.7M
Above cohort median (national)
Discretionary AUM
$580.2M
Non-discretionary $37.5M
Clients
230
895 accounts
Employees
11
Above cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 16, 2016
- Principal office
- 9750 ORMSBY STATION ROAD, SUITE 102, LOUISVILLE, KY, 40223
- Phone
- 502-805-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $617.7M
- Discretionary AUM
- $580.2M
- Non-discretionary AUM
- $37.5M
- Discretionary accounts
- 837
- Non-discretionary accounts
- 58
- Total accounts
- 895
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $38.2M |
| Charitable organizations | Fewer than 5 | $532K |
| High net worth individuals | 119 | $530.8M |
| Individuals (other than high net worth individuals) | 108 | $48.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- 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 |
|---|---|---|---|
| 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.