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They include 450 individual clients, 152 high-net-worth individuals, and 24 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cadent Capital Advisors offer?","answer":"Cadent Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cadent Capital Advisors charge?","answer":"Cadent Capital Advisors charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.","source":"CADENT CAPITAL MANAGEMENT, LLC, filed 13 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cadent Capital Advisors use?","answer":"Cadent Capital Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $762M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cadent Capital Advisors have?","answer":"Cadent Capital Advisors has 11 investment adviser representatives registered with state securities authorities, out of 15 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cadent Capital Advisors invest in?","answer":"At the end of its last fiscal year, Cadent Capital Advisors’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 10% cash and equivalents, 5% pooled vehicles (private funds and similar), 3% state and local bonds, 2% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cadent Capital Advisors?","answer":"Cadent Capital Advisors’ direct owners are Philip Mooberry (50% to 75%), Todd Taylor (10% to 25%), Ann Dagg (10% to 25%) and Curtis Rice (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 13 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cadent Capital Advisors get paid?","answer":"Cadent Capital Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}