Cathedral Square Capital

Overview

Cathedral Square Capital is an independent, Oklahoma-registered limited liability RIA that serves individual and family clients. The firm is privately owned and bills clients via a mix of asset-based fees, hourly charges and fixed fees. Its advisory offering includes financial planning and discretionary portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutions and pension consulting services. The firm reports managing only discretionary assets and does not position itself as a capital allocator. It does not identify as an active ESG investor and appears focused on traditional wealth-management relationships rather than multi-state or institutional-scale platform operations.

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Location & Offices