Cadent Capital Advisors
Financial Services • 
Tulsa, Oklahoma, United States • 1-10 Employees
Company overview
| Headquarters | 4525 East 91st Street, Tulsa, OK 74137, US |
| Phone number | +19187790005 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Investment Portfolio Management, Legacy, Risk Management And Asset Protection, Estate And Philanthropy Planning, Personal Cash Flow And Asset Management |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Cadent Capital Advisors
Philip A. Mooberry
Owner
Cadent Capital Advisors Email Formats
Cadent Capital Advisors uses 2 email formats. The most common is {first initial} (e.g., j@cadcapital.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cadcapital.com | 90% |
{first name} | john@cadcapital.com | 10% |
About Cadent Capital Advisors
Our team’s goal is to exceed client expectations by providing holistic advice on the entirety of your financial life. We believe every aspect of our business should be focused on your objectives and what is most important to you. As we concentrate on Building Wealth, Managing Risk, and Earning Trust, we strive to offer superior client service combined with frequent communication and education. This is the core commitment to our client relationships. We provide diverse offerings customized for each client to assist in comprehensive financial planning, tax minimization, legacy and estate planning, and risk management and asset protection. As a team we have over 100 years of combined investment experience and serve over 400 client relationships across more than 20 states. As an independent firm, Cadent Capital represents clients through a transparent fiduciary relationship free of any conflict of interest. We provide objective fee-based advice to help clients achieve personal, family and estate goals.
Cadent Capital Advisors revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cadent Capital Advisors has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Cadent Capital Advisors has never raised funding before.
Cadent Capital Advisors Tech Stack
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