Cardea Capital Group, Inc.

Cardea Capital Group, Inc. is an investment adviser based in Atlanta, GA, established in 2020 and registered with the SEC in 2021. The firm's principal shareholder is Jordan Waring. Cardea Capital Group offers financial planning services, including estate planning, retirement planning, and investment portfolio design. Clients can choose to have the firm implement and manage their financial plan on an ongoing basis. Portfolios are reviewed annually, and investment strategies primarily involve ETFs, mutual funds, and common stocks. The firm may also recommend covered call strategies for additional income generation. Cardea Capital Group charges an annual investment management fee based on assets under management, with fees billed quarterly. The fee schedule is negotiable, and there is no minimum account size requirement. Clients have the option to pay fees from individual accounts or combine accounts for fee breakpoints. The firm does not participate in wrap fee programs and does not charge performance-based fees. Cardea Capital Group acts as a discretionary investment adviser, providing clients with the option for investment discretion. The firm does not engage in principal trading and has no disciplinary events. Clients receive quarterly reports summarizing account performance, balances, fees, and holdings. Cardea Capital Group does not vote proxies for client securities and does not have financial conditions that may impair its ability to meet obligations to clients.