{
  "crd_number": 307600,
  "slug": "cardea-capital-advisors-llc-vero-beach-fl-307600",
  "primary_business_name": "CARDEA CAPITAL ADVISORS, LLC",
  "legal_name": "CARDEA CAPITAL ADVISORS, LLC",
  "dbas": [
    "LIBERATOR WEALTH MANAGEMENT, LLC"
  ],
  "city": "Vero Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "42680",
  "metro": {
    "cbsa_code": "42680",
    "common_name": "Sebastian",
    "msa_name": "Sebastian-Vero Beach-West Vero Corridor, FL",
    "path": "/advisors/fl/sebastian"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-17",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 124161851.0,
  "raum_discretionary": 121888632.0,
  "raum_non_discretionary": 2273219.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 67113870.0,
      "count": 231
    },
    "high_net_worth_individuals": {
      "raum": 56826479.0,
      "count": 25
    },
    "corporations_other_businesses": {
      "raum": 221502.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "FL",
    "GA",
    "LA",
    "MA",
    "NC",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://cardeacap.com",
    "https://facebook.com/Cardea-Capital-Advisors-106453757845378",
    "https://linkedin.com/company/cardea-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307600",
  "city_as_filed": "VERO BEACH",
  "url": "https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600",
  "display_name": "Cardea Capital Advisors, LLC",
  "summary": "Cardea Capital Advisors, LLC is an SEC-registered investment advisory firm in Vero Beach, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Cardea Capital Advisors, LLC (CRD 307600): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Cardea Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cardea Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cardea Capital Advisors, LLC located?",
      "a": "Cardea Capital Advisors, LLC's principal office is in Vero Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Cardea Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Cardea Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307600."
    },
    {
      "q": "How much does Cardea Capital Advisors, LLC manage?",
      "a": "Cardea Capital Advisors, LLC reports $124,161,851 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (98% discretionary)."
    },
    {
      "q": "How have Cardea Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cardea Capital Advisors, LLC: Regulatory assets under management: $82,055,737 in the October 2021 data and $124,161,851 in the October 2026 data, up 51%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cardea Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (231); high net worth individuals (25); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Cardea Capital Advisors, LLC use?",
      "a": "Cardea Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cardea Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307600"
    },
    {
      "q": "What changed in Cardea Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added the business name Liberator Wealth Management, LLC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 82055737.0,
      "total_employees": 9,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 91894457.0,
      "total_employees": 8,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 83781000.0,
      "total_employees": 8,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 133324114.0,
      "total_employees": 13,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 105752926.0,
      "total_employees": 10,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 124161851.0,
      "total_employees": 9,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Liberator Wealth Management, LLC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 4.",
        "Regulatory assets under management went from $105,752,926 to $124,161,851 (+17%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 231,
      "fewer_than_5": false,
      "raum": 67113870.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 56826479.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 221502.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307600",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}