DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kendall Savage Borchardt
Feed of 09/14/2026
At current firm
6 y
since Aug 21, 2020
In the industry
33 y
since Feb 11, 1993 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cardea Capital Advisors, LLC independent RIA currentsince Aug 21, 2020 · Vero Beach, Fl
- Cardea Capital Group, Inc. formerJan 20, 2021 to Jun 20, 2024 · Atlanta, Ga
- Lindner Capital Advisors, Inc. formerAug 21, 2020 to Dec 23, 2020 · Atlanta, Ga
- Emerge Capital Management otherJan 11, 2019 to May 6, 2020 · Johns Creek, Ga
- Emerge Capital Management otherJul 30, 2018 to Dec 31, 2018 · Norcross, Ga
- Lindner Capital Advisors, Inc. formerAug 6, 2009 to Apr 17, 2018 · Atlanta, Ga
- Aventura Capital Management, LLC independent RIANov 7, 2008 to Jul 20, 2009 · Boca Raton, Fl
- Capitol City Advisory Group unclassifiedAug 18, 2008 to Oct 3, 2008 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Cardea Capital Group, Inc. to no registered destinationleft Jun 20, 2024 · Departure, no registered destination
- Lindner Capital Advisors, Inc. to Cardea Capital Advisors, LLCleft Dec 23, 2020, registered Aug 21, 2020 (-124 days) · RIA to a newly registered adviser · moved with a team
- Emerge Capital Management to Lindner Capital Advisors, Inc.left May 6, 2020, registered Aug 21, 2020 (107 days) · Other
- Lindner Capital Advisors, Inc. to Emerge Capital Managementleft Apr 17, 2018, registered Jul 30, 2018 (104 days) · RIA to RIA
- Aventura Capital Management, LLC to Lindner Capital Advisors, Inc.left Jul 20, 2009, registered Aug 6, 2009 (17 days) · Other
- Capitol City Advisory Group to Aventura Capital Management, LLCleft Oct 3, 2008, registered Nov 7, 2008 (35 days) · Other
Signals
- Kendall Savage Borchardt no longer registered at Cardea Capital Group, Inc.; no later IA registration on IAPDJun 20, 2024 · Advisor departure · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address