Cedar Ridge Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,000,000
Total clients
100
0% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
50
Average account size
$420,000
About
Cedar Ridge Investment Management serves individuals, trusts, estates and business entities with discretionary portfolio management and financial planning services, including retirement, education and charitable planning. The firm manages both discretionary and non‑discretionary accounts and charges asset‑based advisory fees rather than accepting commissions.
The firm’s investment process integrates quantitative models with fundamental, technical, cyclical and economic analysis to identify investments “in favor” of its models and to align client holdings with short‑ and long‑term goals. Accounts are monitored on an ongoing basis and the firm generally trades under discretionary authority after a written agreement is executed.
Noteworthy features include a separately offered active strategy distinct from the standard programs, a policy against accepting commissions, and formal compliance controls such as quarterly reviews of employee personal trading and documented best‑execution procedures with an institutional custodian. The firm’s principal has prior institutional research and portfolio‑management experience, and the firm does not perform proxy voting on clients’ behalf.
Client services
Expertise
Fee options
Financial planning fees due 100% at completion and delivery of the financial plan; Fixed fees may be negotiated and are generally capped at $500 prepaid per client and 6 months in advance.
$0.01 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70% $100,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001+: 1.50%
Main office location
Cedar Ridge Investment Management LLC
Byron Center MI, United States
Number of offices
1
Most active in
California · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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