Cathedral Square Capital manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. Cathedral Square Capital offers both discretionary and non-discretionary investment management, building diversified portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds based on Modern Portfolio Theory and fundamental analysis. In addition to investment management, Cathedral Square Capital offers one-time financial planning covering retirement, taxes, estate planning, and education funding. Cathedral Square Capital also provides consulting services for corporate and retirement plans. The firm is based in Tulsa, Oklahoma, and is owned by Philip Mock.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on account size and prospective growth. The firm enforces a $7,500 annual minimum fee, which can be waived or reduced at the firm's discretion. Householding is available to combine family assets for lower fee tiers.
