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| Happy Holidays!! thanks for using AUM13F!! |
| Cadent Capital Advisors LLC
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| CRD # | 169704 |
| SEC # | 801-78860 |
| CIK # | 0001803536 |
| AUM | $651.0 M (2025-07-10) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 918-935-3450 |
| Address | 4525 East 91st Street Tulsa, OK 74137 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803536 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| Kayne Anderson Energy Infrastructure Fund Inc | 8.0 | ||
| Oneok Inc /New/ | 7.2 | ||
| YUM Brands Inc | 3.7 | ||
| Exxon Mobil Corp | 3.1 | ||
| iShares Comex Gold Trust | 3.1 | ||
| Chimera Investment Corp | 2.9 | ||
| Williams Companies Inc | 2.8 | ||
| PepsiCo Inc | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 125.1 |
| (b) Individuals (high net worth individuals) | 121 | 495.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 1.1 |
| (h) Charitable organizations | 4 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 23.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,315 | 651.0 |
| By Discretionary | ||
| Discretionary | 1,199 | 563.6 |
| Non-Discretionary | 116 | 87.4 |
| Total | 1,315 | 651.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 650.6 | |
| Total | 1,315 | 651.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803536] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Campbell Deegan Wealth Management LLC
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|
VA | 0.7 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.7 |
|
Global Financial Group Advisors LLC
✚
|
MI | 0.7 |
|
Argent Retirement Plan Advisors LLC
✚
|
LA | 0.7 |
|
Cedrus Holding Co LLC
✚
|
CO | 0.7 |
|
The August Group Capital Limited
✚
|
0.6 | |
|
ARQ Wealth Advisors LLC
✚
|
AZ | 0.6 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.6 |
|
Olstein Capital Management LP
✚
|
NY | 0.6 |
|
Carr Financial Group Corporation
✚
|
MA | 0.6 |