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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CARDINAL CAPITAL MANAGEMENT, INC.

CRD 124729

WINNIPEG

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b1d328e-496f-c7e8-13d5-4b3e82117a39

Data as of Jan 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 9
On other graphs: 0
Observed: Dec 16, 2011 to Jan 6, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.62 fund_share=0.01 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.0BItem 5.F on the latest filing (2026-01-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.0B
Private client RAUM: $2.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 62%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $502Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 81
Advisory employees: 16
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 10,416
Individual clients: 2,354
High net worth clients: 675
SEC number: 801-61764
CIK: 1518235
CRD: 124729
Filings on the tape: 37
First filed: Dec 16, 2011
Latest filed: Jan 6, 2026
Organised: Corporation

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY JOHN PHILLIPS	n/a	Winnipeg	12	13	n/a	no
BRIAN ROBERT COUGHLIN	n/a	Winnipeg	11	23	n/a	no
Evan Mancer	Chartered Financial Analyst	Winnipeg	9	20	n/a	no
EMILY ANNE BURT	Chartered Financial Analyst	Winnipeg	7	17	n/a	no
Taryn Janis Marie Liebrecht	Chartered Financial Analyst	Winnipeg	7	12	n/a	no
Ronald Timothy Malech	n/a	Winnipeg	7	19	n/a	no
Ian James Wood	n/a	Winnipeg	3	12	n/a	no
Austin Rayne, Gerald Coughlin	n/a	Winnipeg	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURT, EMILY, ANNE	CHAIRMAN/SHAREHOLDER	B	yes	09/2019	Dec 16, 2011	Dec 24, 2024
BURT, TIMOTHY, E.	Shareholder	B	yes	10/2016	Dec 16, 2011	Dec 24, 2024
CHRISTIE, DAVID, BRUCE	Director	Na	yes	12/2019	Dec 24, 2019	Dec 24, 2024
COUGHLIN, BRIAN, ROBERT	DIRECTOR/SHAREHOLDER	B	yes	12/2016	Dec 21, 2018	Dec 24, 2024
ENGEL, DONALD, CRAIG	Director	Na	yes	05/2000	Dec 16, 2011	Dec 24, 2024
FRASER, DANNY	CHIEF FINANCIAL OFFICER	Na	yes	09/2017	Dec 21, 2018	Dec 24, 2024
Malech, Ronald, Timothy	Director	Na	yes	07/2021	Dec 8, 2021	Dec 24, 2024
Mancer, Evan	PRESIDENT/CIO/SHAREHOLDER	B	yes	10/2016	Oct 27, 2016	Dec 24, 2024
Osborn, DeWayne	CHIEF COMPLIANCE OFFICER	Na	yes	03/2017	Apr 7, 2017	Dec 24, 2024
WILSON-KOWAL, SHEILA, MARIE	DIRECTOR/SHAREHOLDER	Na	yes	12/2019	Dec 24, 2019	Dec 24, 2024
PURDY, BRETT, ANN MIRANDA	Shareholder	A	no	12/2019	Dec 24, 2019	Dec 24, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BRANDON MANITOBA	n/a	Canada	4	no
CALGARY ALBERTA	n/a	Canada	2	no
WINNIPEG, MB	n/a	Canada	2	no
EDMONTON, AB	n/a	Canada	1	no
TORONTO ONTARIO	n/a	Canada	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 6, 2026	$4.0B	$4.0B	81	16	6	n/a	n/a
2024	Apr 14, 2025	$3.6B	$3.5B	45	13	5	n/a	n/a
2023	Dec 26, 2023	$2.8B	$2.8B	48	29	5	n/a	n/a
2022	Dec 22, 2022	$2.6B	$2.5B	46	26	4	n/a	n/a
2021	Dec 8, 2021	$2.8B	$2.8B	34	23	4	n/a	n/a
2020	Dec 3, 2020	$2.1B	$2.1B	42	26	3	n/a	n/a
2019	Dec 24, 2019	$1.4B	$1.4B	35	21	3	n/a	n/a
2018	Dec 21, 2018	$1.5B	$1.5B	34	19	1	n/a	n/a
2017	Dec 12, 2017	$1.6B	$1.6B	35	17	1	n/a	n/a
2016	Jan 3, 2017	$1.6B	$1.6B	36	14	n/a	n/a	n/a
2015	Dec 21, 2015	$1.3B	$1.3B	34	10	n/a	n/a	n/a
2014	Dec 18, 2014	$1.8B	$1.8B	33	10	n/a	n/a	n/a
2013	Dec 13, 2013	$1.8B	$1.8B	35	10	n/a	n/a	n/a
2012	Dec 20, 2012	$1.6B	$1.6B	32	11	n/a	n/a	n/a
2011	Dec 16, 2011	$1.5B	$1.5B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.0B	$3.6B	11.9%	$2.6B	16.3%	81	45	6	5

Relationships

Registered with (9)

← Austin Rayne, Gerald CoughlinAdvisorregistration: current employment
Mar 19, 2025 to presentfactForm ADV
← Ian James WoodAdvisorregistration: current employment
Mar 10, 2023 to presentfactForm ADV
← Ronald Timothy MalechAdvisorregistration: current employment
Feb 12, 2019 to presentfactForm ADV
← Taryn Janis Marie LiebrechtAdvisorregistration: current employment
Nov 2, 2018 to presentfactForm ADV
← EMILY ANNE BURTAdvisorregistration: current employment
Oct 19, 2018 to presentfactForm ADV
← Evan MancerAdvisorregistration: current employment
Oct 27, 2016 to presentfactForm ADV
← BRIAN ROBERT COUGHLINAdvisorregistration: current employment
Jun 22, 2015 to presentfactForm ADV
← GREGORY JOHN PHILLIPSAdvisorregistration: current employment
Apr 22, 2014 to presentfactForm ADV
← Kristopher Steven KeachAdvisorregistration: previous registration
Aug 28, 2023 to Sep 6, 2024factForm ADV

Controls (10)

← BURT, TIMOTHY, E.OwnerSHAREHOLDER, ownership code B, individual
Dec 16, 2011 to Dec 24, 2024factForm ADV
← ENGEL, DONALD, CRAIGOwnerDIRECTOR, ownership code NA, individual
Dec 16, 2011 to Dec 24, 2024factForm ADV
← BURT, EMILY, ANNEOwnerCHAIRMAN/SHAREHOLDER, ownership code B, individual
Dec 16, 2011 to Dec 24, 2024factForm ADV
← COUGHLIN, BRIAN, ROBERTOwnerDIRECTOR/SHAREHOLDER, ownership code B, individual
Dec 21, 2018 to Dec 24, 2024factForm ADV
← Mancer, EvanOwnerPRESIDENT/CIO/SHAREHOLDER, ownership code B, individual
Oct 27, 2016 to Dec 24, 2024factForm ADV
← Osborn, DeWayneOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 7, 2017 to Dec 24, 2024factForm ADV
← FRASER, DANNYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 21, 2018 to Dec 24, 2024factForm ADV
← Malech, Ronald, TimothyOwnerDIRECTOR, ownership code NA, individual
Dec 8, 2021 to Dec 24, 2024factForm ADV
← WILSON-KOWAL, SHEILA, MARIEOwnerDIRECTOR/SHAREHOLDER, ownership code NA, individual
Dec 24, 2019 to Dec 24, 2024factForm ADV
← CHRISTIE, DAVID, BRUCEOwnerDIRECTOR, ownership code NA, individual
Dec 24, 2019 to Dec 24, 2024factForm ADV

Owns (1)

← PURDY, BRETT, ANN MIRANDAOwnerSHAREHOLDER, ownership code A, individual
Dec 24, 2019 to Dec 24, 2024factForm ADV

Dated events

Occurred
Dec 18, 2024
Regulatory AUM changed
Cardinal Capital Management, Inc. reported RAUM $3.6B, up 28% from $2.8B (2024-11-25 to 2024-12-18)
Form ADVobserved 6 days ago
$780M
Occurred
Sep 6, 2024
Advisor changed firm
Kristopher Steven Keach left Cardinal Capital Management, Inc. for Gabelli Funds, Llc (registered 2025-05-06)
Form ADVobserved 6 days ago
Occurred
Dec 8, 2021
Regulatory AUM changed
Cardinal Capital Management, Inc. reported RAUM $2.8B, up 36% from $2.1B (2021-11-18 to 2021-12-08)
Form ADVobserved 6 days ago
$757M
Occurred
Dec 8, 2021
Control person joined
Timothy Ronald Malech (Director) appeared on Schedule A of Cardinal Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
Dec 8, 2021
Control person left
Donna Eullschultz (Director) no longer on Schedule A of Cardinal Capital Management, Inc. (listed 2021-11-18, absent 2021-12-08)
Form ADVobserved 6 days ago
Occurred
Dec 3, 2020
Regulatory AUM changed
Cardinal Capital Management, Inc. reported RAUM $2.1B, up 49% from $1.4B (2020-10-19 to 2020-12-03)
Form ADVobserved 6 days ago
$684M
Occurred
Dec 24, 2019
Control person joined
Marie Sheila Wilson-Kowal (Director/Shareholder) appeared on Schedule A of Cardinal Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
Dec 24, 2019
Control person joined
Donna Eullschultz (Director) appeared on Schedule A of Cardinal Capital Management, Inc.
Form ADVobserved 6 days ago
Occurred
Dec 24, 2019
Control person joined
Bruce David Christie (Director) appeared on Schedule A of Cardinal Capital Management, Inc.
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b1d328e-496f-c7e8-13d5-4b3e82117a39
First observed: Dec 16, 2011
Last observed: Jan 6, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CARDINAL CAPITAL MANAGEMENT, INC.

CRD 124729

WINNIPEG

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b1d328e-496f-c7e8-13d5-4b3e82117a39

Data as of Jan 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY JOHN PHILLIPS

n/a

Winnipeg

n/a

BRIAN ROBERT COUGHLIN

n/a

Winnipeg

n/a

Evan Mancer

Chartered Financial Analyst

Winnipeg

n/a

EMILY ANNE BURT

Chartered Financial Analyst

Winnipeg

n/a

Taryn Janis Marie Liebrecht

Chartered Financial Analyst

Winnipeg

n/a

Ronald Timothy Malech

n/a

Winnipeg

n/a

Ian James Wood

n/a

Winnipeg

n/a

Austin Rayne, Gerald Coughlin

n/a

Winnipeg

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURT, EMILY, ANNE

CHAIRMAN/SHAREHOLDER

yes

09/2019

Dec 16, 2011

Dec 24, 2024

BURT, TIMOTHY, E.

Shareholder

yes

10/2016

Dec 16, 2011

Dec 24, 2024

CHRISTIE, DAVID, BRUCE

Director

yes

12/2019

Dec 24, 2019

Dec 24, 2024

COUGHLIN, BRIAN, ROBERT

DIRECTOR/SHAREHOLDER

yes

12/2016

Dec 21, 2018

Dec 24, 2024

ENGEL, DONALD, CRAIG

Director

yes

05/2000

Dec 16, 2011

Dec 24, 2024

FRASER, DANNY

CHIEF FINANCIAL OFFICER

yes

09/2017

Dec 21, 2018

Dec 24, 2024

Malech, Ronald, Timothy

Director

yes

07/2021

Dec 8, 2021

Dec 24, 2024

Mancer, Evan

PRESIDENT/CIO/SHAREHOLDER

yes

10/2016

Oct 27, 2016

Dec 24, 2024

Osborn, DeWayne

CHIEF COMPLIANCE OFFICER

yes

03/2017

Apr 7, 2017

Dec 24, 2024

WILSON-KOWAL, SHEILA, MARIE

DIRECTOR/SHAREHOLDER

yes

12/2019

Dec 24, 2019

Dec 24, 2024

PURDY, BRETT, ANN MIRANDA

Shareholder

12/2019

Dec 24, 2019

Dec 24, 2024

City

State

Country

Employees

Also broker-dealer

BRANDON MANITOBA

n/a

Canada

CALGARY ALBERTA

n/a

Canada

WINNIPEG, MB

n/a

Canada

EDMONTON, AB

n/a

Canada

TORONTO ONTARIO

n/a

Canada

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 6, 2026

$4.0B

n/a

2024

Apr 14, 2025

$3.6B

$3.5B

n/a

2023

Dec 26, 2023

$2.8B

n/a

2022

Dec 22, 2022

$2.6B

$2.5B

n/a

2021

Dec 8, 2021

$2.8B

n/a

2020

Dec 3, 2020

$2.1B

n/a

2019

Dec 24, 2019

$1.4B

n/a

2018

Dec 21, 2018

$1.5B

n/a

2017

Dec 12, 2017

$1.6B

n/a

2016

Jan 3, 2017

$1.6B

n/a

2015

Dec 21, 2015

$1.3B

n/a

2014

Dec 18, 2014

$1.8B

n/a

2013

Dec 13, 2013

$1.8B

n/a

2012

Dec 20, 2012

$1.6B

n/a

2011

Dec 16, 2011

$1.5B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.0B

$3.6B

11.9%

$2.6B

16.3%