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 provides discretionary and non‑discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, foundations, small businesses and retirement plans, and also serves brokerage customers and third‑party advisers. The firm manages several hundred million dollars of client assets and notes there is no account minimum for advisory relationships. Investment recommendations are documented in an Investment Policy Statement and implemented using a mix of methods — including fundamental, technical and quantitative analysis and modern portfolio theory — with formal portfolio reviews at least annually. Strategies described in the brochure range from long‑term investing to more active approaches such as short‑term trading, options trading, short sales and margin transactions, and the firm states it seeks fair and equitable allocation of investment opportunities across clients. The brochure discloses a past administrative proceeding (reported in Item 9), a disclosure event that is less common among peer firms. The firm also highlights potentially higher‑risk practices that are uncommon for many teams — use of options and margin/borrowed positions and explicit attention to digital‑asset risks — and discloses relationships (subadviser arrangements, retirement‑plan consulting and some representatives’ insurance licenses) that give rise to potential conflicts which are documented in the ADV.

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.