CARDEA CAPITAL ADVISORS, LLC
B59
CRD 307600·SEC 801-118445·VERO BEACH, FL
AUM
$124.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$372K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $82.1M
'23 · $91.9M
'25 · $105.8M
'26 · $124.2M
'22'26
$82.1M → $124.2M▲ +51%
Operations
Advisory staff (5-yr trend)
'21 · 5 advisors
'22 · 5 advisors
'23 · 3 advisors
'25 · 7 advisors
'26 · 4 advisors
'21'26
5 advisors → 4 advisors▼ -20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association
Compliance & brand
All other collected signals (18)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First National Bank and Trust Company of the Treasure CoastVero Beach, FL
Home Savings of America, FSBVero Beach, FL
Soi Zip Distribution
Stub 1
| AGI | 42,968 |
| Returns | 3,360 |
Stub 2
| AGI | 103,687 |
| Returns | 2,860 |
Stub 3
| AGI | 95,649 |
| Returns | 1,560 |