Red Cedar
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,678,917
Clients
155
5% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
155
Very HighAverage account size
$262,445
About
Red Cedar Advisory serves individuals (including high-net-worth clients) as well as retirement plans, trusts, charitable organizations, and small businesses. The firm offers asset management through its Red Cedar Asset Management Services, plus financial planning, consulting, and ERISA plan participant advisory services.
The firm typically manages accounts on a discretionary basis using a combination of fundamental and technical analysis alongside asset-allocation approaches, with individualized portfolios and at least annual reviews. Investment choices may include equities, fixed income, mutual funds and ETFs, covered-call and purchased-put option strategies, inverse ETFs, and non-traded alternatives, and the firm monitors trading activity for suitability.
Red Cedar is notable among peers for disclosing that its advisors may attempt to time equity markets — an uncommon practice for supported firms — and for using option- and derivative-based strategies that can increase trading activity and portfolio complexity. It also provides ERISA 3(21) advisory services and multi-year consulting arrangements while operating at a relatively small adviser scale (about $40.7 million in assets under management), which shapes the mix of planning and active investment services it offers.
Client services
Financial planning
Portfolio management
Market timing
Expertise
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning and consulting services flat fees from $500 to $3,000 depending on complexity and time
$0.00 - $99,999.99: 1.60% annually $100,000.00 - $499,999.99: 1.20% annually $500,000.00 - $999,999.99: 1.00% annually $1,000,000.00+: 0.88% annually
$150.00 - $300.00 per hour for financial planning; $300.00 per hour for consulting services
Account minimum: $25,000 Fee-only: Flat fees ranging from $500 to $3,000 for financial planning and consulting services; hourly rates $150 to $300 per hour
Main office location
Red Cedar
129 16 Th Avenue Sw
Cedar Rapids IA 52404, United States
Number of offices
1
Most active in
Red Cedar has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
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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