# Cardinal Capital Management Inc

> Cardinal Capital Management Inc is an SEC-registered investment advisory firm in Raleigh, NC, registered since 1992, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 108076
- Filed as: CARDINAL CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108076
- AdvisorCensus page: https://advisorcensus.com/firm/cardinal-capital-management-inc-raleigh-nc-108076

## Quick answers

**How is Cardinal Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Cardinal Capital Management Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cardinal Capital Management Inc located?**
Cardinal Capital Management Inc's principal office is in Raleigh, NC, according to its Form ADV.

**Is Cardinal Capital Management Inc registered with the SEC or a state?**
Cardinal Capital Management Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 108076.

**How much does Cardinal Capital Management Inc manage?**
Cardinal Capital Management Inc reports $1,025,998,835 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (97% discretionary).

**How have Cardinal Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Cardinal Capital Management Inc: Regulatory assets under management: $535,922,049 in the October 2021 data and $1,025,998,835 in the October 2026 data, up 91%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cardinal Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (151); individuals (other than high net worth individuals) (136); charitable organizations (11).

**Which custodians does Cardinal Capital Management Inc use?**
Cardinal Capital Management Inc'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 Cardinal Capital Management Inc 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/108076

**What changed in Cardinal Capital Management Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $891,381,455 to $1,025,998,835 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $1,025,998,835
- Discretionary: $990,197,379
- Non-discretionary: $35,801,456

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $92,859,494 |
| High net worth individuals | 151 | $671,839,458 |
| Charitable organizations | 11 | $27,873,298 |
| Corporations or other businesses not listed above | 7 | $233,426,585 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1992 (34 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cardinalcapitalmanagement.com
- LinkedIn @glenn-andrews-cfa-81482b8
- LinkedIn @kathleen-warren-cfp®-89b4a2143

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $535,922,049 | 5 | March 17, 2021 |
| October 2022 | $639,432,093 | 6 | March 26, 2022 |
| October 2023 | $594,191,495 | 6 | March 13, 2023 |
| October 2024 | $805,142,431 | 6 | March 27, 2024 |
| October 2025 | $891,381,455 | 5 | March 12, 2025 |
| October 2026 | $1,025,998,835 | 4 | February 16, 2026 |

Regulatory assets under management: $535,922,049 in the October 2021 data and $1,025,998,835 in the October 2026 data, up 91%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $891,381,455 to $1,025,998,835 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cardinal Capital Management Inc (CRD 108076): Form ADV filing data as of October 2026.