Cadent Capital Advisors, LLC
● SEC registered since 2013CRD 169704SEC# 801-78860Tulsa, OK
Reg. AUM
$785.8M
Employees
15
Accounts
1,584
Location
Tulsa, OK
Cadent Capital Advisors, LLC assets under management
Cadent Capital Advisors, LLC is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2013. It reports $785.8 million in regulatory assets under management and employs 15 people.
Cadent Capital Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Molloy Dagg | Wealth Management Advisor/Member | 10-25% | 2022 |
| Brett Collin Hobbs Control | Chief Compliance Officer / Chief Operating Officer | Under 5% | 2020 |
| Curtis Leon Rice | Member | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cadent Capital Advisors, LLC manage?
Cadent Capital Advisors, LLC reports $785.8 million in regulatory assets under management on its Form ADV.
How many employees does Cadent Capital Advisors, LLC have?
Cadent Capital Advisors, LLC reports 15 employees.
Where is Cadent Capital Advisors, LLC located?
Cadent Capital Advisors, LLC is based in Tulsa, OK and has been SEC-registered since 2013.
Does Cadent Capital Advisors, LLC disclose fund performance?
Cadent Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4525 East 91st Street, Tulsa, OK 74137 |
| Phone | 918-935-3450 |
| Fax | 918-779-0005 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1803536 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$785.8M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$785.8Mregulatory AUM
Discretionary $691MNon-discretionary $94.8M