Cedar Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,101,440
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
105
37% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
105
Very HighAverage account size
$886,680
About
Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and charitable organizations, and also accepts corporations and other business clients. Services include continuous account supervision across ETFs, mutual funds, individual securities and bonds, along with written comprehensive financial plans.
The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches, while also employing individual securities, options, and alternative instruments when consistent with client objectives. Accounts are reviewed periodically and managed with attention to clients’ stated objectives, risk tolerance, time horizon and tax considerations; Cedar Capital also delivers model portfolio services and side-by-side portfolio management.
Compared with many independent advisers of similar scale, Cedar Capital discloses that it serves corporate/business and institutional-type clients and manages roughly $93 million in client assets, which is less common among peers. The firm also discloses ongoing referral arrangements with unaffiliated promoters and uses trade-rotation and aggregation practices in execution, disclosures that may be relevant to prospective clients assessing trade allocation and referral relationships.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Annual fixed fee starting at $8,000 for comprehensive financial planning and ongoing advisory services; fees negotiable based on complexity and scope.
Most active in
Cedar Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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