# Cathedral Square Capital

> Cathedral Square Capital is a state-registered investment advisory firm in Tulsa, OK, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 319149
- Filed as: CATHEDRAL SQUARE CAPITAL
- Legal name: 1522 Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319149
- AdvisorCensus page: https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149

## Quick answers

**How is Cathedral Square Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Cathedral Square Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Cathedral Square Capital located?**
Cathedral Square Capital's principal office is in Tulsa, OK, according to its Form ADV.

**Is Cathedral Square Capital registered with the SEC or a state?**
Cathedral Square Capital is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319149.

**How much does Cathedral Square Capital manage?**
Cathedral Square Capital reports $86,832,846 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Cathedral Square Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (17).

**Does Cathedral Square Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319149

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $86,832,846
- Discretionary: $86,832,846
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $7,248,042 |
| High net worth individuals | 17 | $61,236,868 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $219,401 |
| Charitable organizations | Fewer than 5 | $18,128,535 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cathedralsq.com
- Facebook @CathedralSquareCapital
- LinkedIn @CathedralSquareCapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cathedral Square Capital (CRD 319149): Form ADV filing data as of October 2026.