Hedge Fund Database

CARDINAL CAPITAL MANAGEMENT INC

Adviser information for CARDINAL CAPITAL MANAGEMENT INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location North Carolina, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,347 $785.1M
Non-Discretionary 64 $20.0M
Total 1,411 $805.1M

Clients

Type Number RAUM
Individuals 125 $62.0M
HNW Individuals 151 $529.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 11 $26.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 7 $187.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-40703
SEC ERA File Number 801-40703
SEC CIK Numbers 1434845
SEC CRD Numbers 108076
Legal Entity Identifier None

Principal Office

2626 GLENWOOD AVENUE
SUITE 380
RALEIGH
NC
United States
Monday - Friday, 9-5
Tel: 919-532-7500, Fax: 919-532-7501

Websites

www.cardinalcapitalmanagement.com www.linkedin.com/in/glenn-andrews-cfa-81482b8 www.linkedin.com/in/kathleen-warren-cfp%c2%ae-89b4a2143/

Chief Compliance Officer

J. WESLEY ANDREWS
VICE PRESIDENT
2626 GLENWOOD AVENUE
SUITE 380
RALEIGH
NC
United States
Tel: 919-532-7500
Fax: 919-532-7501
(Full email address available in API data)

Regulatory Contact

GLENN C. ANDREWS
PRESIDENT
2626 GLENWOOD AVENUE
SUITE 380
RALEIGH
NC
United States
Tel: 919-532-7500
Fax: 919-532-7501
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ANDREWS, GLENN, C. Individual – CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER 05/2004 50-75%
ANDREWS, JONATHAN, WESLEY Individual – VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/2010 10-25%
WARREN, KATHLEEN, A. Individual – VICE PRESIDENT/CHIEF FINANCIAL OFFICER 06/2013 10-25%

No. Employees, Historic

10502020202120222023202420256 on 3/1/20206 on 6/10/20205 on 3/16/20215 on 3/17/20216 on 3/25/20226 on 3/26/20226 on 11/3/20226 on 11/17/20226 on 3/10/20236 on 3/13/20236 on 3/25/20246 on 3/27/2024

RAUM, Historic

900M450M0202020212022202320242025483700988 on 3/1/2020483700988 on 6/10/2020535922049 on 3/16/2021535922049 on 3/17/2021639432093 on 3/25/2022639432093 on 3/26/2022639432093 on 11/3/2022639432093 on 11/17/2022594191495 on 3/10/2023594191495 on 3/13/2023805142431 on 3/25/2024805142431 on 3/27/2024

No. Clients, Historic

3001500202020212022202320242025247 on 3/1/2020247 on 6/10/2020228 on 3/16/2021228 on 3/17/2021267 on 3/25/2022267 on 3/26/2022267 on 11/3/2022267 on 11/17/2022273 on 3/10/2023273 on 3/13/2023294 on 3/25/2024294 on 3/27/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO Common Stock 5M 49K –
AGILENT TECHNOLOGIES INC Common Stock 9M 66K –
ALARM COM HLDGS INC Common Stock 1M 20K –
ALCON AG Common Stock 1M 17K –
ALPHABET INC Common Stock 3M 15K –
ALPHABET INC Common Stock 12M 66K –
AMCOR PLC Common Stock 1M 116K –
APPLE INC Common Stock 18M 83K –
ARGAN INC Common Stock 2M 29K –
AUTOMATIC DATA PROCESSING IN Common Stock 10M 43K –
AVIDXCHANGE HOLDINGS INC Common Stock 174K 14K –
BADGER METER INC Common Stock 4M 21K –
BALCHEM CORP Common Stock 3M 23K –
BANCO SANTANDER CHILE NEW ADR 2M 98K –
BANK NEW YORK MELLON CORP Common Stock 8M 142K –
BANK NOVA SCOTIA HALIFAX Common Stock 2M 52K –
BANK OZK LITTLE ROCK ARK Common Stock 2M 41K –
BECTON DICKINSON & CO Common Stock 6M 27K –
BOSTON BEER INC Common Stock 1M 5K –
CACI INTL INC Common Stock 3M 8K –
CHARLES RIV LABS INTL INC Common Stock 2M 10K –
CHECK POINT SOFTWARE TECH LT Common Stock 1M 8K –
CIRRUS LOGIC INC Common Stock 3M 20K –
CISCO SYS INC Common Stock 7M 151K –
COCA COLA CO Common Stock 5M 82K –
CONOCOPHILLIPS Common Stock 9M 77K –
CORTEVA INC Common Stock 1M 26K –
COSTCO WHSL CORP NEW Common Stock 19M 22K –
CULLEN FROST BANKERS INC Common Stock 1M 14K –
CUMMINS INC Common Stock 6M 21K –
CURTISS WRIGHT CORP Common Stock 3M 11K –
DEERE & CO Common Stock 10M 27K –
DOLBY LABORATORIES INC Common Stock 3M 36K –
DOLLAR TREE INC Common Stock 4M 41K –
DOW INC Common Stock 1M 28K –
DUPONT DE NEMOURS INC Common Stock 2M 30K –
ECOLAB INC Common Stock 10M 41K –
ELBIT SYS LTD Common Stock 3M 14K –
ELI LILLY & CO Common Stock 26M 29K –
EMBECTA CORP Common Stock 147K 12K –
EMERSON ELEC CO Common Stock 9M 84K –
EXXON MOBIL CORP Common Stock 13M 111K –
F N B CORP Common Stock 2M 121K –
F5 INC Common Stock 3M 18K –
FEDEX CORP Common Stock 5M 16K –
FORTREA HLDGS INC Common Stock 736K 32K –
GARTNER INC Common Stock 2M 4K –
GENERAL MLS INC Common Stock 7M 116K –
GENTEX CORP Common Stock 2M 56K –
GRACO INC Common Stock 2M 30K –
GSK PLC ADR 2M 56K –
HAEMONETICS CORP MASS Common Stock 1M 15K –
HALEON PLC ADR 382K 46K –
HASBRO INC Common Stock 4M 76K –
HELIOS TECHNOLOGIES INC Common Stock 924K 19K –
HENRY JACK & ASSOC INC Common Stock 3M 16K –
HENRY SCHEIN INC Common Stock 855K 13K –
HUB GROUP INC Common Stock 2M 41K –
HUNTINGTON BANCSHARES INC Common Stock 2M 170K –
IDEXX LABS INC Common Stock 7M 14K –
ILLINOIS TOOL WKS INC Common Stock 9M 39K –
INSTEEL INDS INC Common Stock 946K 31K –
INTEGRA LIFESCIENCES HLDGS C Common Stock 992K 34K –
INTEL CORP Common Stock 9M 279K –
INTERDIGITAL INC Common Stock 1M 13K –
INTERNATIONAL BUSINESS MACHS Common Stock 8M 44K –
ISHARES TR ETF 786K 15K –
JAZZ PHARMACEUTICALS PLC Common Stock 1M 12K –
JOHNSON & JOHNSON Common Stock 16M 107K –
JPMORGAN CHASE & CO. Common Stock 12M 57K –
KEYSIGHT TECHNOLOGIES INC Common Stock 5M 38K –
KIMBALL ELECTRONICS INC Common Stock 2M 78K –
LA Z BOY INC Common Stock 1M 37K –
LABCORP HOLDINGS INC Common Stock 7M 34K –
LANDSTAR SYS INC Common Stock 4M 20K –
LINDSAY CORP Common Stock 2M 14K –
LOWES COS INC Common Stock 10M 46K –
MASIMO CORP Common Stock 2M 15K –
MCCORMICK & CO INC Common Stock 6M 91K –
MEDTRONIC PLC Common Stock 6M 71K –
MERCK & CO INC Common Stock 9M 73K –
MICROSOFT CORP Common Stock 23M 52K –
MIDDLEBY CORP Common Stock 911K 7K –
MOHAWK INDS INC Common Stock 1M 11K –
MORNINGSTAR INC Common Stock 4M 12K –
NATIONAL FUEL GAS CO Common Stock 5M 91K –
NOVARTIS AG ADR 5M 47K –
NOVO-NORDISK A S ADR 7M 48K –
NVE CORP Common Stock 878K 12K –
NXP SEMICONDUCTORS N V Common Stock 2M 8K –
OIL DRI CORP AMER Common Stock 3M 46K –
PEPSICO INC Common Stock 5M 31K –
PFIZER INC Common Stock 3M 90K –
PHIBRO ANIMAL HEALTH CORP Common Stock 940K 56K –
PHILLIPS 66 Common Stock 4M 25K –
PREFORMED LINE PRODS CO Common Stock 1M 9K –
PRICE T ROWE GROUP INC Common Stock 7M 57K –
PROCTER AND GAMBLE CO Common Stock 9M 53K –
QUALCOMM INC Common Stock 13M 63K –
RAYMOND JAMES FINL INC Common Stock 4M 31K –
REGENERON PHARMACEUTICALS Common Stock 8M 8K –
ROBERT HALF INC. Common Stock 2M 34K –
ROYAL BK CDA Common Stock 4M 38K –
SANOFI ADR 3M 67K –
SAP SE ADR 6M 28K –
SEALED AIR CORP NEW Common Stock 1M 35K –
SHELL PLC ADR 4M 55K –
SNAP ON INC Common Stock 3M 11K –
SOLVENTUM CORP Common Stock 623K 12K –
SPDR S&P 500 ETF TR ETF 317K 581 –
SPIRE INC Common Stock 2M 33K –
STARBUCKS CORP Common Stock 6M 80K –
STATE STR CORP Common Stock 4M 53K –
SYNAPTICS INC Common Stock 2M 22K –
TELEDYNE TECHNOLOGIES INC Common Stock 3M 7K –
TOMPKINS FINL CORP Common Stock 629K 13K –
TORONTO DOMINION BK ONT Common Stock 2M 44K –
TOTALENERGIES SE ADR 3M 41K –
TOYOTA MOTOR CORP ADR 4M 21K –
TRUIST FINL CORP Common Stock 8M 194K –
UNILEVER PLC ADR 2M 39K –
UNION BANKSHARES INC Common Stock 1M 65K –
UNITED PARCEL SERVICE INC Common Stock 3M 22K –
UNITED STS LIME & MINERALS I Common Stock 4M 11K –
UNITED THERAPEUTICS CORP DEL Common Stock 3M 10K –
UNIVERSAL DISPLAY CORP Common Stock 2M 9K –
UTAH MED PRODS INC Common Stock 1M 16K –
VEEVA SYS INC Common Stock 3M 15K –
WALMART INC Common Stock 11M 162K –
WEBSTER FINL CORP Common Stock 2M 47K –
WILEY JOHN & SONS INC Common Stock 1M 30K –
WORTHINGTON ENTERPRISES INC Common Stock 798K 17K –
WORTHINGTON STL INC Common Stock 413K 12K –
ZIFF DAVIS INC Common Stock 2M 30K –