CARDEA CAPITAL ADVISORS, LLC

CRD 307600File 801-118445

APPROVED

Retail clients

Filing as of Jul 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$124.2M

Bottom 25% of cohort (national)

Discretionary AUM

$121.9M

Non-discretionary $2.3M

Clients

257

393 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Apr 17, 2020
Principal office: 601 21ST STREET, SUITE 300, VERO BEACH, FL, 32960
Phone: 770-977-7779
Website: https://cardeacap.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $124.2M
Discretionary AUM: $121.9M
Non-discretionary AUM: $2.3M
Discretionary accounts: 378
Non-discretionary accounts: 15
Total accounts: 393
AUM per client: $483K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$222K
High net worth individuals	25	$56.8M
Individuals (other than high net worth individuals)	231	$67.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
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	Change
Apr 1, 2026	Employees	10	9	decreased by1
Apr 1, 2026	Clients	242	257	increased by15
Apr 1, 2026	AUM	$105,752,926	$124,161,851	increased by$18,408,925
Apr 1, 2026	Accounts	374	393	increased by19
May 1, 2025 vs Oct 1, 2022	Employees	8	10	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	90	242	increased by152
May 1, 2025 vs Oct 1, 2022	AUM	$91,894,457	$105,752,926	increased by$13,858,469
May 1, 2025 vs Oct 1, 2022	Accounts	90	374	increased by284
Apr 1, 2022	Employees	9	8	decreased by1
Apr 1, 2022	Clients	209	90	decreased by119
Apr 1, 2022	AUM	$82,055,737	$91,894,457	increased by$9,838,720
Apr 1, 2022	Accounts	314	90	decreased by224
Sep 1, 2021	Employees	8	9	increased by1
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 “CARDEA CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARDEA 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.