Kendall Savage Borchardt
Investment adviser representative at Cardea Capital Advisors, LLC
17 yearsExperience
1 stateRegistered in
$124.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Cardea Capital Group, Inc.Jan 2021 to now
- Cardea Capital Advisors, LLCMar 2020 to now
- Lindner Capital Advisors, LLCMar 2020 to Dec 2020
- Emerge Capital Management, Inc.Apr 2018 to Feb 2020
- Lindner Capital Advisors, Inc.Jul 2009 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cardea Capital Advisors, LLC
$124.2MAssets managed
257Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2308029
- Firm CRD
- 307600