Cedar Valley Capital LLC

Cedar Valley Capital provides advisory services to a mix of individual investors — including both high‑net‑worth and non‑HNW clients — as well as corporate and institutional clients such as pension and profit‑sharing plans, middle‑market businesses, and charitable organizations. The firm offers ongoing portfolio management, financial planning, and pension consulting, including assistance with establishing 401(k), 403(b), or pension plans.

The firm’s investment process is primarily grounded in fundamental (value) analysis while also incorporating technical/chart‑based and cyclical/macro considerations, with regular portfolio monitoring and the ability for clients to impose reasonable account restrictions. Compensation varies by service: investment management is typically billed as a percentage‑of‑assets, while financial planning and some consulting engagements are offered on fixed or hourly fee bases.

Noteworthy for this category, the firm combines individual portfolio management with corporate and pension plan consulting — an uncommon service mix among peers — and the firm’s managing member maintains outside broker‑dealer registration, which can involve offering commissionable products as an outside activity. The adviser does not serve as a private‑fund adviser, operates with a single management person who also conducts real‑estate investing, and participates in an institutional custodian program for custody, trading, and research services.