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Cadent
Cadent is an SEC-registered investment adviser in Tulsa, OK, registered since 2013. It manages $786 million in assets, $691 million on a discretionary basis.
Overview
Cadent is an SEC-registered investment adviser in Tulsa, OK, registered since 2013. It manages $786 million in assets, $691 million on a discretionary basis. The firm has 15 employees and 11 investment advisers.
General information
Firm type
Asset Manager
Year founded
2013
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
4525 East 91st Street, Tulsa, OK 74137, United States
Additional offices
Oklahoma City, OK, United States
Sector focus
Frequently asked questions
What services does Cadent provide beyond investment management?
Cadent offers comprehensive financial planning, including cash flow analysis, integration of employer plans and alternative assets, tax planning with cost-basis tracking, estate planning involving document review and attorney coordination, and multigenerational family wealth education.
How does Cadent construct its investment strategy for clients?
The firm starts with an investment policy statement crafted around each client's specific risk tolerance and financial goals. It then builds a strategic asset allocation and provides continuous portfolio monitoring, acting as an outsourced chief financial officer for its clients.
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