Cadent Capital Advisors, LLC

RIASEC Registered

Total AUM

$786M

Discretionary

$691M

88% of AUM

Avg account

$496K

Accounts

1,584

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 169704
Registered since: December 2, 2013
Website: www.cadcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI78.66%
Individuals18.59%
Corporations / Businesses2.09%
Charitable Organizations0.5%
Pension & Profit Sharing Plans0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cadent Capital Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2013. The firm operates as a capital allocator for both individual/family and institutional clients, combining financial planning and portfolio management for individuals and small businesses with services that include selection of other advisers and pension-related consulting. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not an active ESG investor according to its disclosures. Cadent was recognized by the Financial Times as one of the Top 300 RIA Firms in 2020, reflecting external acknowledgment of its place among registered advisory firms.