CARDEA CAPITAL ADVISORS, LLC

ATLANTA, Georgia·3 registered advisors·CRD# 307600
SEC# 801-1184450770-977-7779
01

Firm Overview

AUM
$148M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CARDEA CAPITAL ADVISORS, LLC

3 registered advisors
Charles Bryan Wood
ATLANTA, Georgia
Tomika B King
ATLANTA, Georgia
Waring Jana
MARIETTA, Georgia
05

Office Locations

ATLANTA, Georgia
2 advisors
MARIETTA, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. CARDEA CAPITAL ADVISORS, LLC (CRD# 307600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.