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Building 2CADENT CAPITAL ADVISORS, LLC

Map pinTULSA, OK
Phone918-935-3450
NotebookSEC #801-78860
Total AUM
$785.8M
Employees
15
Clients
654

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4525 EAST 91ST STREET
TULSA
OK 74137
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
918-935-3450
Other Offices
1

ReceiptFinancials

Total AUM
$785.8M
Accounts
1,584
Discretionary
$691M
Accounts
1,466
Non-Discretionary
$94.8M
Accounts
118

ContactClients

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Individual Clients
450
AUM
$146.1M
HNW Individual Clients
152
AUM
$618.1M
Pension/Profit Sharing Plan Clients
24
AUM
$1.2M
Charitable Organization Clients
4
AUM
$4M
Corporation or Business Clients
24
AUM
$16.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALARCACOFLKSLAMOOKTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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