Eugene
Fox

Cardinal Capital Management, L.L.C

CRD#2180290
Investment Advisor
in Greenwich, CT

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About this Advisor

Eugene Fox is a financial advisor who works out of Greenwich, Connecticut with 28 years of industry experience. Fox is an employee of Cardinal Capital Management, L.L.C. They have spent their entire career at Cardinal Capital Management, L.l.c. Fox maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Cardinal Capital Management, L.L.C is a firm operating out of Greenwich, CT. It oversees $3 billion in assets under management among its 746 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 10 charities and foundations. Of its 746 accounts, just 14% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Cardinal Capital Management, L.L.C may include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

28 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

One Fawcett Place
Greenwich, CT 06830

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Cardinal Capital Management, L.L.C Brokerage Details

Total Assets Under Management

$3,238,833,400

CT Average: $5,297,377,271
Total Number of Employees

17

CT Average: 35
Total Number of Accounts

746

CT Average: 690
Average Account Size

$4,341,600

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Eugene Fox Work History

Eugene has been registered as a financial advisor for 28 years.*

1995 - Present (29 years)

Cardinal Capital Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eugene Fox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cardinal Capital Management, L.L.C

Robert Kirkpatrick
Greenwich, CT
Amy Kistulinec
Greenwich, CT
Eugene Fox
Greenwich, CT
Amy Minella
Greenwich, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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