RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••••• A••••• M•••••••
- Title
- Managing Director/Principalreportedcadcapital.comfirm site, Sep 16, 2026
- Founder
- “P••••• is the founder and principal of C••••• C•••••• A•••••••• L••.”reportedcadcapital.comthe sentence on the bio page
- Partner or owner
- “Managing Director/Principal”reportedcadcapital.comthe sentence on the bio page
- Business email
- philip@cadcapital.comreportedcadcapital.comfirm site, Sep 16, 2026
- Direct business phone
- 918-935-3450reportedcadcapital.comfirm site, Sep 16, 2026
- Professional profile
- cadcapital.com/our-team/philip-mooberryreportedcadcapital.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C••••• C•••••• A•••••••• L•• independent RIA currentsince Jan 8, 2014 · Tulsa, Ok
- S••••• M••••••••• independent RIASep 27, 2012 to Jan 30, 2014 · North Little Rock, Ar
- A•••••• A••••••• S••••••• formerApr 1, 2011 to Oct 1, 2012 · Tulsa, Ok
- M••••• S•••••• wirehouseJun 1, 2009 to Apr 19, 2011 · Tulsa, Ok
- C•••••••• G••••• M•••••• I••• BD affiliatedMay 12, 2008 to Jun 1, 2009 · Tulsa, Ok
- S••••• M••••••••• to C••••• C•••••• A•••••••• L••left Jan 30, 2014, registered Jan 8, 2014 (-22 days) · Other
- A•••••• A••••••• S••••••• to S••••• M•••••••••left Oct 1, 2012, registered Sep 27, 2012 (-4 days) · Other
- M••••• S•••••• to A•••••• A••••••• S•••••••left Apr 19, 2011, registered Apr 1, 2011 (-18 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address