Cedarline Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,674,832
Total clients
47
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$461,167
About
CedarLine Capital provides ongoing portfolio management to individual and high‑net‑worth clients and also accepts corporate clients and pooled investment vehicles. The firm additionally offers pension consulting limited to assets in individual 401(k) self‑directed brokerage accounts and documents client objectives and restrictions in written Investment Policy Statements.
Its investment process combines multiple methods of analysis — including fundamental, quantitative, technical, charting and cyclical approaches — and employs both long‑term and short‑term trading strategies. CedarLine seeks discretionary authority for trading, may use model allocations tailored to each client, and conducts periodic account reviews with ongoing monitoring.
Distinctive features disclosed in the brochure include involvement with pooled investment vehicles and private fund advisory activities, an affiliation with IvyLine Capital Group, LLC (which may invest in some of the same securities), and the firm’s explicit use of margin and options strategies in managed accounts. The combination of private‑fund/pool advisory work, pension consulting limited to self‑directed retirement brokerage accounts, and disclosed related‑party investments is uncommon among peers.
Client services
Expertise
Fee options
$500 per participant account annually for pension consulting services; $500 for 401(k) review advisory service
$1 - $2,000,000: 1.25% $2,000,001 - $10,000,000: 0.95% $10,000,001+: 0.65%
Main office location
Cedarline Capital
East Petersburg PA, United States
Number of offices
2
Most active in
Florida · Pennsylvania · Texas · Wisconsin
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")