Dakota
Dakota
Book a Demo
Talk to an Expert

Cardinal Wealth Advisory, LLC

EST. AUM
$273,224,667

CONTACTS

CLIENT ACCOUNTS
225

Firm Details

Metro area Memphis
CRD Number 136659
Website cardinalwealthadvisory.com
Client types

Overview

Cardinal Wealth Advisory, LLC is an independent, SEC-registered Registered Investment Adviser (RIA) founded in 2005. Led by Managing Principal Daniel Talmadge Keel III, the firm provides personalized wealth management, investment advisory, and financial planning services to high-net-worth individuals, families, entrepreneurs, and institutional clients. Operating under a fiduciary standard, Cardinal Wealth Advisory delivers customized investment strategies that integrate portfolio management, retirement planning, tax-efficient investing, estate planning, and risk management. Its investment philosophy emphasizes disciplined asset allocation, rigorous due diligence, and diversified investment solutions designed to preserve and grow wealth over the long term.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy