Philip Mooberry is a registered investment advisor at Cadent Capital Advisors, LLC, based in Tulsa, OK, with 24 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 654 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable.
Fee Estimator
Location
4525 East 91st Street, Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is involved with multiple private entities: Stonehaven Square, LLC, Terramoo, LLC, Fifth Place Investors, LLC, and Tulsa Bixby Investors, LLC. These commitments began in 2015, 2015, 2025 and 2023 respectively.
Employment History
Current Registrations
Cadent Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sowell Management Services
H.D. Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Allstate Financial Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.