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Cadent Capital Advisors, LLC Employee Directory

Financial ServicesOklahoma, United States11-50 Employees

Cadent Capital Advisors, LLC is a financial services firm based in Tulsa, Oklahoma, with a team of 11 to 50 employees. The firm provides comprehensive financial planning and advisory services, including tax minimization, legacy and estate planning, and risk management and asset protection, tailored to each client's objectives. It emphasizes a holistic approach that centers on building wealth, managing risk, and earning trust through regular communication and education. As an independent fiduciary, Cadent Capital offers objective fee-based advice designed to support personal, family, and estate goals without conflicts of interest. The firm reports over 100 years of combined investment experience and serves more than 400 client relationships across more than 20 states, and maintains a website at cadcapital.com.

Find Cadent Capital Advisors, LLC employees' phone numbers or email addresses

Cadent Capital Advisors, LLC Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Cadent Capital Advisors, LLC's Leadership

  • Stylized image of a person
    N. F.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Chief Compliance Officer / Wealth Management Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. A. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Registered Principal, Rjfs
    Phone icon
    Mobile Phone

Cadent Capital Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Legal

Contact profiles from Cadent Capital Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. A. M.
    Owner
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Apr 09, 2026
  • Stylized image of a person
    N. F.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesOklahoma
    May 18, 2026
  • Stylized image of a person
    B. H.
    Chief Compliance Officer / Wealth Management Associate
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Nov 07, 2025
  • Stylized image of a person
    K. W.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Oct 20, 2025
  • Stylized image of a person
    D. B.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Aug 12, 2025
  • Stylized image of a person
    K. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Mar 24, 2026
  • Stylized image of a person
    K. W.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Feb 25, 2024
  • Stylized image of a person
    L. M.
    Registered Principal, Rjfs
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. G.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Apr 16, 2026
  • Stylized image of a person
    A. D.
    Independent Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Apr 14, 2026

Frequently Asked Questions

What is Cadent Capital Advisors, LLC known for?

Minus sign iconPlus sign iconCadent Capital Advisors, LLC was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 4525 East 91st Street Tulsa, Oklahoma 74137 United States. Explore Cadent Capital Advisors, LLC's company overview page for more information.

What is Cadent Capital Advisors, LLC's most common email format?

Minus sign iconPlus sign iconCadent Capital Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cadent Capital Advisors, LLC email formats with LeadIQ.

How many employees does Cadent Capital Advisors, LLC have currently?

Minus sign iconPlus sign iconCadent Capital Advisors, LLC has approximately 11 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Cadent Capital Advisors, LLC's key employees and leadership?

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As of April 2026, Cadent Capital Advisors, LLC's key employees include:

  • Chief Investment Officer: N. F.
  • Chief Compliance Officer / Wealth Management Associate: B. H.
  • Owner: P. A. M.
  • Client Relationship Manager: K. W.
  • Office Manager: D. B.

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