C
Cedar Road Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,418,550
Clients
14
36% 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
14
LowAverage account size
$387,039
About
Cedar Road Capital LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, foundations, trusts, and estates, and also accepts corporate and charitable organization clients. The firm manages client accounts through an institutional custodian and offers both assets‑under‑management arrangements and fixed or hourly financial planning engagements.
CRC constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and, when appropriate, individual securities, options, and alternative investments, while making tactical adjustments as market conditions or client needs dictate. The adviser applies a blend of fundamental, technical, cyclical, behavioral, and charting analysis and works directly with clients to establish objectives, risk tolerance, and any portfolio restrictions.
What is notable relative to many peers is that CRC serves corporate/business, charitable, and institutional accounts in addition to individual clients, client types that are less common among similarly sized independent firms. The firm's principal holds both CFA and CMT credentials and discloses multiple outside business and nonprofit investment roles (including commercial property and early‑stage investing activities), which the firm reports and manages through its policies and disclosures.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Fixed fees up to $15,000 for financial planning services.
Up to $500 per hour for financial planning services.
Fee-only: Hourly fees up to $500 per hour and fixed fees up to $15,000 for financial planning services; fees are negotiable and detailed in financial planning agreements.
Main office location
Cedar Road Capital LLC
Whitefish Bay WI, United States
Number of offices
1
Most active in
Cedar Road Capital LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
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
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