Cadent Capital Advisors, LLC

Overview

Cadent Capital Advisors, LLC is an SEC registered investment adviser based in Tulsa, OK, registered since 2013. It reports $786M in assets under management across 1,584 accounts, with 15 employees. It has 11 investment adviser representatives.

Reported AUM

$786M

Discretionary

88%

Accounts

1,584

Average account

$496K

Employees

15

Advisory reps

11

Registered since

2013

Jurisdictions

11

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 5

• Philip Andrew Mooberry Managing Director, Principal, Managing Member CRD 4451496
• Brett Collin Hobbs Chief Compliance Officer, Chief Operating Officer CRD 7167912
• Ann Molloy Dagg Wealth Management Advisor, Member CRD 4519312

2 more executive officers, with direct contact details

Advisory reps 3 of 11

• Ann Molloy Dagg Investment Adviser Rep CRD 4519312
• Nicholas Alan Fiegel Investment Adviser Rep CRD 5688554
• David Michael Foley Investment Adviser Rep CRD 2835190

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4525 E 91st St
Tulsa, OK 74137

County

Tulsa

Metro area

Tulsa, OK

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: cadcapital.com

Every state, with registration dates

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