# Cardea Capital Advisors, LLC

> 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.

- CRD: 307600
- Filed as: CARDEA CAPITAL ADVISORS, LLC
- Also doing business as: LIBERATOR WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vero Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307600
- AdvisorCensus page: https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600

## Quick answers

**How is Cardea Capital Advisors, LLC compensated?**
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.

**Where is Cardea Capital Advisors, LLC located?**
Cardea Capital Advisors, LLC's principal office is in Vero Beach, FL, according to its Form ADV.

**Is Cardea Capital Advisors, LLC registered with the SEC or a state?**
Cardea Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307600.

**How much does Cardea Capital Advisors, LLC manage?**
Cardea Capital Advisors, LLC reports $124,161,851 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (98% discretionary).

**How have Cardea Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cardea Capital Advisors, LLC serve?**
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).

**Which custodians does Cardea Capital Advisors, LLC use?**
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.

**Does Cardea Capital Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Cardea Capital Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Added the business name Liberator Wealth Management, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $124,161,851
- Discretionary: $121,888,632
- Non-discretionary: $2,273,219

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 231 | $67,113,870 |
| High net worth individuals | 25 | $56,826,479 |
| Corporations or other businesses not listed above | 1 | $221,502 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, FL, GA, LA, MA, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cardeacap.com
- Facebook @Cardea-Capital-Advisors-106453757845378
- LinkedIn @cardea-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $82,055,737 | 9 | September 21, 2021 |
| October 2022 | $91,894,457 | 8 | March 31, 2022 |
| October 2023 | $83,781,000 | 8 | March 29, 2023 |
| October 2024 | $133,324,114 | 13 | August 7, 2024 |
| October 2025 | $105,752,926 | 10 | March 28, 2025 |
| October 2026 | $124,161,851 | 9 | July 27, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Added the business name Liberator Wealth Management, LLC.

### April 2026
- 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).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cardea Capital Advisors, LLC (CRD 307600): Form ADV filing data as of October 2026.