CADENT CAPITAL ADVISORS, LLC
SEC RegisteredBuilding Wealth. Managing Risk. Earning Trust.
About the firm
Cadent Capital Advisors, LLC is a fee-based independent boutique advisory firm based in Tulsa, OK with locations also in Oklahoma City, OK. As a team, they have over 100 years of combined investment experience and champion a fiduciary responsibility to each client, providing unbiased recommendations and holistic advice across the entirety of clients' financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Financial Planning, Tax Planning, and Estate Planning, including investment policy statements, strategic asset allocation, continuous portfolio monitoring, cash flow analysis, integration of employer plans and alternative assets, active tax management and cost basis tracking, and estate tax mitigation strategies.
Who they serve
Clients seeking to meet their financial and lifestyle goals, including retirement planning, multigenerational family wealth, and personal, family, and estate goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 450 | $146M |
| High Net Worth Individuals | 152 | $618M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 24 | $1.2M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
22 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. CADENT CAPITAL ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.