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KB
KB

Kendall Savage Borchardt

Cardea Capital Advisors, LLC
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Cardea Capital Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
242 clients
Average Client Portfolio
$437K average
Assets Under Management
$105.8M

Fee Structure

Minimum Investment:$100K

Location

2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cardea Capital Advisors, LLC
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Cardea Capital Group, INC.
January 2021 - June 2024 · 3 yrs 5 mos
Lindner Capital Advisors, INC.
August 2020 - December 2020 · 4 mos
Emerge Capital Management
January 2019 - May 2020 · 1 yr 4 mos
Emerge Capital Management
July 2018 - December 2018 · 5 mos
Lindner Capital Advisors, INC.
August 2009 - April 2018 · 8 yrs 8 mos
Aventura Capital Management, LLC
November 2008 - July 2009 · 8 mos
Echo Advisory Group, LLC
August 2008 - October 2008 · 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.