Cardinal Capital Management, Inc.
Registered investment adviser · Winnipeg · CRD #124729
Form ADV data as of 2026-09-01Regulatory assets
$4.02 billion
Total accounts
10,416
Employees
81
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/cardinal-capital-management/mycompany/
- Telephone: 1-800-310-4664
- SEC file number: 801-61764
- Most recent Form ADV filing: 2026-01-06
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $3.99 billion |
| Non-discretionary regulatory assets under management | $34.2 million |
| Total regulatory assets under management | $4.02 billion |
| Discretionary accounts | 10,282 |
| Non-discretionary accounts | 134 |
| Total accounts | 10,416 |
| Regulatory assets under management attributable to non-U.S. persons | $3.45 billion |
People
| Total employees (excluding clerical) | 81 |
| Employees performing investment advisory functions (including research) | 16 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 8 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 7 |
| Firms or persons who solicit advisory clients on the firm's behalf | 10 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 8 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,354 | $856.2 million |
| High net worth individuals | 675 | $1.63 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 2 | $23.0 million |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $24.4 million |
| Charitable organizations | 25 | $100.4 million |
| State or municipal government entities (including government pension plans) | Not reported | $859.9 million |
| Insurance companies | Not reported | $14.3 million |
| Corporations or other businesses not listed above | 388 | $508.5 million |
| Other | Not reported | $6.7 million |