Unclaimed Profile

Kendall Savage Borchardt

CARDEA CAPITAL GROUP, INC.·ATLANTA, Georgia

Series 7, Series 24, Series 31, Series 63, Series 65Clean record17 years registeredCARDEA CAPITAL GROUP, INC.

3350 RIVERWOOD PARKWAY, ATLANTA, GA 30339CRD# 2308029Firm CRD# 311932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kendall Savage Borchardt · ATLANTA, GA

Registration

CRD #2308029 · CARDEA CAPITAL GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

CARDEA CAPITAL ADVISORS, LLC

Aug 2020 – present

CARDEA CAPITAL GROUP, INC.

Jan 2021 – Jun 2024

ATLANTA, GA

LINDNER CAPITAL ADVISORS, INC.

Aug 2020 – Dec 2020

ATLANTA, GA

EMERGE CAPITAL MANAGEMENT

Jan 2019 – May 2020

Johns Creek, GA

EMERGE CAPITAL MANAGEMENT

Jul 2018 – Dec 2018

Norcross, GA

LINDNER CAPITAL ADVISORS, INC.

Aug 2009 – Apr 2018

MARIETTA, GA

AVENTURA CAPITAL MANAGEMENT, LLC

Nov 2008 – Jul 2009

BOCA RATON, FL

ECHO ADVISORY GROUP, LLC

Aug 2008 – Oct 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · August 18, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARDEA CAPITAL GROUP, INC.

CRD 311932 · SEC 801-120046

AUM

$22M

Regulatory assets under management

Employees

28 client accounts

Services offered by CARDEA CAPITAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARDEA CAPITAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Kendall Savage Borchardt offer?

Kendall Savage Borchardt specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Kendall Savage Borchardt's credentials?

Kendall Savage Borchardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kendall Savage Borchardt located?

Kendall Savage Borchardt is based in ATLANTA, Georgia, working with CARDEA CAPITAL GROUP, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Kendall Savage Borchardt charge for services?

Kendall Savage Borchardt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDEA CAPITAL GROUP, INC.?

CARDEA CAPITAL GROUP, INC. has approximately 2 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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