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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-02-2013
- Office Locations
- 3
Office Locations
About Cadent Capital Advisors, LLC
Cadent Capital Advisors is an independent RIA in Tulsa, OK providing investment management and integrated financial, tax, and estate planning for individuals and families focused on retirement and multigenerational wealth. The team builds IPS-driven strategic asset allocations and continuously monitors portfolios against client goals, with unbiased recommendations. Primary custodian: Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 1, 2025 and May 13, 2026, reported AUM increased 20.7%, from $651.0M to $785.8M.
Across 5 reported observations, AUM increased 42.2% between December 7, 2022 and May 13, 2026, from $552.6M to $785.8M.
Of the latest reported AUM, 87.9% is discretionary and 12.1% is non-discretionary.
The firm reports 11 advisory representatives and 676 clients, or 61.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PHILIP ANDREW MOOBERRY
Advisor, MANAGING DIRECTOR, Managing Member, PRINCIPAL
- CRD
- #4451496
- Ownership
- 50% but less than 75%
ANN MOLLOY DAGG
Independent Wealth Advisor, WEALTH MANAGEMENT ADVISOR
- CRD
- #4519312
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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NICHOLAS ALAN FIEGEL
Chief Investment Officer
- CRD
- #5688554
DAVID MICHAEL FOLEY
Wealth Management Advisor
- CRD
- #2835190
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $690,974,627 | $471,333 |
| Non-Discretionary | $94,833,483 | $803,674 |
| Total | $785,808,110 | $496,091 |
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Separately Managed Accounts
SMA allocation detail is available
Cadent Capital Advisors, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cadent Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.