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CARDINAL CAPITAL MANAGEMENT, INC.

WINNIPEG, Canada · CRD 124729 · IAPD ↗ · 1-800-310-4664

$4.02BRegulatory AUM
16Advisory reps
81Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
February 2026 — CARDINAL CAPITAL MANAGEMENT, INC. notice-filed in IL, MA, MI, PA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
17
January 2026 — CARDINAL CAPITAL MANAGEMENT, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
January 2026 — CARDINAL CAPITAL MANAGEMENT, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
43
January 2026 — CARDINAL CAPITAL MANAGEMENT, INC. grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
19
April 2025 — CARDINAL CAPITAL MANAGEMENT, INC. notice-filed in CA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
17
January 2025 — CARDINAL CAPITAL MANAGEMENT, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
January 2025 — CARDINAL CAPITAL MANAGEMENT, INC. shrank from 29 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
January 2025 — CARDINAL CAPITAL MANAGEMENT, INC. reported RAUM up 28% ($2.81B -> $3.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.