$785.8M Total AUM
$691.0M Disc. AUM
10.9% 3Y CAGR
15 Employees
676 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SummitFoundation vector
- Established Date
- 12-02-2013
- Office Locations
- 2
Office Locations
14528 Bogart Parkway Oklahoma City OK
4525 East 91st Street Tulsa OK
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.
Team overview
57 AVG AGE
$71.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.9 yrs AVG TENURE
15 Employees
11 Advisory Reps
11 RIA Reps
12yrs Firm Age
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Asset Classes
Insight Matrix atlas Prime wave Matrix north Delta eagle Element Legacy Element glacier
Custodian
Prime
Investment Themes
Peak Glacier Horizon atlas
Investment Vehicles
Value summit
Services
Frontier value Focus alpha Foundation peak Radial Insight zenith Horizon beacon Frontier unison Crest Element unison
Technology
Peak Meridian
Owner & Executives
PHILIP ANDREW MOOBERRY
Advisor, MANAGING DIRECTOR, Managing Member, PRINCIPAL
- CRD
- #4451496
- Ownership
- 50% but less than 75%
(258) 961-1064
peak.eagle@vectorcapital.com
in linkedin.com/in/harbor-ember
ANN MOLLOY DAGG
Independent Wealth Advisor, WEALTH MANAGEMENT ADVISOR
- CRD
- #4519312
- Ownership
- 10% but less than 25%
(662) 591-4600
momentum.matrix@zenithcapital.com
in linkedin.com/in/vector-north
P
Peak foundation
Signal oak
- CRD
- #28126
- Ownership
- 38.5%
(434) 377-2250
pioneer.quantum@timbercapital.com
in linkedin.com/in/optima-vital
Showing 2 of 5 owners & executives
Unlock allContacts
N
NICHOLAS ALAN FIEGEL
--
- CRD
- #5688554
(677) 684-8628
vector.atlas@fusioncapital.com
in linkedin.com/in/oak-quantum
D
DAVID MICHAEL FOLEY
Wealth Management Advisor
- CRD
- #2835190
(551) 867-9146
value.legacy@oakcapital.com
in linkedin.com/in/matrix-momentum
V
Value unison
Prime value radial
- CRD
- #30552
(324) 662-5507
catalyst.beacon@unisoncapital.com
in linkedin.com/in/focus-fusion
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $785,808,110
Public Funds:
8.3% Equity - Exchange:
5.2% Cash:
5.6% Private Funds:
20.6% Municipal Bonds:
15.8% U.S. Government/Agency:
11.4% Corporate - Investment Grade:
12.8% Other:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $599,225,984 | 8.3% |
| Equity - Exchange | $375,418,689 | 5.2% |
| Cash | $404,297,049 | 5.6% |
| Private Funds | $1,487,235,575 | 20.6% |
| Municipal Bonds | $1,140,695,247 | 15.8% |
| U.S. Government/Agency | $823,033,279 | 11.4% |
| Corporate - Investment Grade | $924,107,542 | 12.8% |
| Other | $1,465,576,803 | 20.3% |
| Total | $7,219,590,168 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL ELEMENT HORIZON | FOCUS PEAK | NBSM9LLF0 | IYK | 2.07% | $66,905,633 |
| PATHWAY ZENITH WAVE | UNISON VERTEX | 9KJ12V2XD | ZXU | 11.91% | $1,417,187 |
| ZENITH FUSION | RIDGE FOUNDATION | 9EXHM1E1L | TFPIM | 11.89% | $23,402,665 |
| VECTOR PEAK | HORIZON NORTH | POMPP8DQ3 | QGMLI | 8.10% | $83,956,126 |
| BRIDGE FUSION | VERTEX EMBER | CKW8PLP0N | ZMENF | 0.89% | $80,832,085 |
| FRONTIER FOCUS | FOCUS VALUE | XT2DL68EX | SZWOP | 1.39% | $67,576,589 |
| SIGNAL CATALYST MOMENTUM | FRONTIER DELTA | UHW8WJC2P | MYGZM | 6.94% | $109,716,911 |
| BEACON HORIZON VERTEX | EMBER UNISON | WJJNYAER2 | BXTGO | 11.00% | $81,173,026 |