TrueAdvisor
TrueAdvisor
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Patrick Allan Thomas

Cardea Capital Advisors, LLC
14 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
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Lindner Capital Advisors, INC.
December 2019 - December 2020 · 1 yr
San Blas Advisory, INC.
August 2019 - August 2019 · 0 mos
Private Wealth Advisory Group, INC.
February 2015 - December 2016 · 1 yr 10 mos
Lindner Capital Advisors, INC.
July 2012 - August 2019 · 7 yrs 1 mo
Summit Wealth Management, INC
October 2011 - May 2012 · 7 mos
The Meyers Group, INC.
February 2010 - December 2010 · 10 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.