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CARDEA CAPITAL ADVISORS, LLC

VERO BEACH, FL · CRD 307600 · IAPD ↗ · 770-977-7779

$124.2MRegulatory AUM
4Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CARDEA CAPITAL ADVISORS, LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
March 2026 — CARDEA CAPITAL ADVISORS, LLC moved its main office from ALPHARETTA, GA to VERO BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2025 — CARDEA CAPITAL ADVISORS, LLC reported RAUM down 28% ($147.5M -> $105.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
February 2025 — CARDEA CAPITAL ADVISORS, LLC moved its main office from ATLANTA, GA to ALPHARETTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
January 2025 — CARDEA CAPITAL ADVISORS, LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
July 2024 — CARDEA CAPITAL ADVISORS, LLC reported RAUM up 68% ($79.3M -> $133.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2024 — CARDEA CAPITAL ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
May 2024 — CARDEA CAPITAL ADVISORS, LLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2024 — CARDEA CAPITAL ADVISORS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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