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CARDINAL RETIREMENT PLANNING, INC.
CRD 166545 · SEC 801-132974
NC, United States
Phone
919-439-2114
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.4M
Discretionary AUM
$125.4M
Team
3 total employees; 3 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $25.2M |
| High net worth individuals | 25 | $72.7M |
| Pension/profit sharing plans | 1 | $38K |
| Charitable organizations | 1 | $161K |
| Corporations/business entities | 4 | $29.3M |
States served
NC, OH, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD