CADENT CAPITAL ADVISORS, LLC

4525 East 91st Street
Tulsa, Oklahoma 74137
Tel: 918-935-3450

About CADENT CAPITAL ADVISORS, LLC

CADENT CAPITAL ADVISORS, LLC, formally registered with the SEC as CADENT CAPITAL ADVISORS, LLC. The firm was established in 12/02/2013. They have over 2 offices throughout the country.

CADENT CAPITAL ADVISORS, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $651,008,144 assets under management, offering retirement planning & investment advisory services to 1315 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169704
SEC#	801-78860
Assets Managed by Firm	$651,008,144
No. of Clients	1315
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1315	$651,008,144
Individuals (other than high net worth individuals)	367	$125,131,884
High net worth individuals	121	$495,817,795
Pension and profit sharing plans	20	$1,100,205
Charitable organizations	4	$5,269,554
Corporations or other businesses	22	$23,688,706

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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