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Cathedral Square Capital

Cathedral Square Capital. CRD 319149

C

CRD: 319149

Cathedral Square Capital

Tulsa, OK, 74136
5392335160
www.1522financial.com
$86.8M Total AUM
$86.8M Disc. AUM
-- 3Y CAGR
3 Employees
41 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Assetmark · Betterment · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
WaveRadial vertex +more
Established Date
02-01-2022
Office Locations
1

Office Locations

2250 E. 73rd Street Suite 415 Tulsa OK

About Cathedral Square Capital

1522 Financial is a Tulsa-based RIA serving busy, goal-oriented professionals with tailored financial planning and ongoing wealth management. The firm combines investment management with tax planning, retirement projections, and estate/contingency planning, and also offers one-time “check-up” engagements. Portfolios are commonly implemented with ETFs and public funds, with custody available at Charles Schwab.

Team overview

-- AVG AGE
$86.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
4.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

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Asset Classes

Peak Eagle prime Frontier zenith Eagle Pathway harbor Delta glacier

Client Personas

Bridge

Custodian

Beacon vertex Glacier harbor Capital vertex Pathway vital Vital Legacy ember

Investment Themes

North Frontier Element insight

Investment Vehicles

Matrix oak Prime vertex

Services

Peak Alpha Unison Vital Crest Signal Eagle summit Alpha eagle Frontier peak

Technology

Alpha matrix Element Meridian Optima

Owner & Executives

P

PHILIP DONALD MOCK

Founder, Managing Partner

CRD
#6179482
Ownership
75% or more
(936) 833-5155
unison.element@unisoncapital.com
in linkedin.com/in/frontier-pathway
C

CASSIE J MOCK

Chief Compliance Officer, PARTNER

CRD
--
Ownership
5% but less than 10%
(295) 628-3346
ember.focus@quantumcapital.com
in linkedin.com/in/peak-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $86,832,846 --
Non-Discretionary $0 --
Total $86,832,846 --

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Separately Managed Accounts

Total SMA Asset: $86,832,846

$86.8M Total SMA
Public Funds:
21.8%
Equity - Exchange:
15.2%
U.S. Government/Agency:
8.8%
Corporate - Investment Grade:
36.3%
Municipal Bonds:
17.9%
Asset class Assets Assets %
Public Funds $789,601,355 21.8%
Equity - Exchange $550,547,734 15.2%
U.S. Government/Agency $318,738,162 8.8%
Corporate - Investment Grade $1,314,794,917 36.3%
Municipal Bonds $648,342,397 17.9%
Total $3,622,024,565 100.0%

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