Cathedral Square Capital

RIASEC Registered

Total AUM

$86.8M

Discretionary

$86.8M

100% of AUM

Avg account

$804K

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 319149
Website: www.1522financial.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.52%
Charitable Organizations20.88%
Individuals8.35%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Cathedral Square Capital is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.