A complete list of active advisors currently associated with Cadent Capital Advisors, LLC

Warmer can help you find a great advisor at Cadent Capital Advisors, LLC or one who fits your needs even better.

Cadent Capital Advisors, LLC serves a broad mix of individual clients (including high‑net‑worth individuals), pension and retirement plans, trusts, foundations, small businesses, charitable organizations, and brokerage customers. The firm offers ongoing portfolio management, comprehensive financial planning (including a stated divorce financial planning service), retirement plan consulting, selection/subadviser services, and advisory arrangements for brokerage customers. Cadent develops an Investment Policy Statement for each client and provides both discretionary and non‑discretionary management using methods that include fundamental, technical, charting, quantitative analysis and modern portfolio theory; it employs long‑ and short‑term trading as well as options, margin and short‑sale strategies when appropriate. The firm reports roughly $785.8 million in assets under management (and additional assets under advisement) and conducts at least annual portfolio reviews with more frequent monitoring tied to client events. The firm’s Form ADV discloses a past administrative disciplinary matter (reported in its ADV) and lists recent material updates, including expanded risk disclosures that explicitly address digital assets, which prospective clients should review. Cadent also discloses secondary activities and relationships — such as licensed insurance activities, subadviser arrangements, and advisory services to brokerage customers — and describes how those relationships and any resulting conflicts of interest are managed.

To learn more about the advisors currently working at Cadent Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.