Cade Rivers Dixon
Investment Adviser Representative at Koss-olinger Consulting, LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cade Rivers Dixon is an investment adviser representative with Koss-olinger Consulting, LLC. in Alachua, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Koss Olinger ConsultingApr 2025 – no end date reportedGainesville, FL
- Campus USA Credit UnionAug 2022 – Apr 2025Jonesville, FL
- CVSMar 2021 – Aug 2022Gainesville, FL
- Chick Fil AOct 2018 – Aug 2019Lake Charles, LA
- McDonaldsSep 2018 – Oct 2018Lake Charles, LA
- Dairy BarnAug 2019 – Dec 2019Longville, LA
- Chick Fil ADec 2019 – Jul 2020Lake Charles, LA
- McNeese State UniversityJul 2020 – Jan 2021Lake Charles, LA
- DoorDashJan 2021 – Mar 2021Gainesville, FL
- South Beauregard High SchoolJan 2015 – Sep 2018Longville, LA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Koss-olinger Consulting, LLC.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $2,000,000 (waivable)
- $1 to $2,000,0000.95%
- $2,000,001 to $5,000,0000.70%
- $5,000,001 to $10,000,0000.50%
- $10,000,001 to $20,000,0000.43%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management services including business sales, legacy planning, and multi-generational planning through The Wealth Navigator System™, delivered by a team of advisors rather than a single advisor
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 19
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Gainesville, FL
- SEC file number:
- 801-58175
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at Koss-olinger Consulting, LLC.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cade Rivers Dixon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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