LP Profile

Cadent Capital Advisors

Also known as cadent

Wealth ManagerTulsa, United StatesFounded 2012
$786M
Assets Under Management
Tulsa
Headquarters
Investment Focus

About Cadent Capital Advisors

Cadent Capital Advisors, LLC is an independent investment advisory firm in Tulsa, Oklahoma, founded in 2012, managing about $786 million in assets. It describes its priorities as building wealth, managing risk and earning trust, with an aim of limiting portfolio risk and volatility. The team reports more than 100 years of combined investment experience. The firm offers retirement and wealth planning with a disciplined, consistent process, including portfolio performance review against client goals and regular communication. It states that it operates as an independent firm with a compensation model aligned to client interests.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cadent Capital Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$785.8M
Total Clients
1,584
Filing Date
May 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Cadent Capital Advisors?

Cadent Capital Advisors is a wealth manager based in Tulsa, United States, managing approximately $786M in assets.

Where is Cadent Capital Advisors headquartered?

Cadent Capital Advisors is headquartered in Tulsa, United States.

How much does Cadent Capital Advisors manage?

Cadent Capital Advisors manages approximately $786M in assets under management.

When was Cadent Capital Advisors founded?

Cadent Capital Advisors was founded in 2012.

How can I contact Cadent Capital Advisors?

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