Wealth Manager
    SEC Registered
    Manages Private Funds

    Cadent Capital Advisors, LLC

    Registered investment advisor · Tulsa, Oklahoma · CRD #169704

    Assets Under Management
    $786M
    Client Accounts
    1,584
    Employees
    15
    CRD Number
    169704
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cadent Capital Advisors, LLC

    Cadent Capital Advisors, LLC is an investment advisory firm in Tulsa, Oklahoma, offering portfolio management, financial planning, and retirement consulting. Founded in 2012, it serves over 400 clients across 20 states with a team boasting over 100 years of combined investment experience.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cadent Capital Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cadent Capital Advisors, LLC's AUM?

    Cadent Capital Advisors, LLC reports approximately $786M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cadent Capital Advisors, LLC headquartered?

    Cadent Capital Advisors, LLC is headquartered in Tulsa, Oklahoma.

    What is Cadent Capital Advisors, LLC's CRD number?

    Cadent Capital Advisors, LLC's CRD number is 169704. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cadent Capital Advisors, LLC manage?

    Cadent Capital Advisors, LLC manages approximately 1,584 client accounts according to its latest SEC filing.

    Is Cadent Capital Advisors, LLC SEC registered?

    Yes, Cadent Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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