CEDARSTONE ADVISORS
Adviser information for CEDARSTONE ADVISORS last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 183 | $149.4M |
| Non-Discretionary | 1 | $1.2M |
| Total | 184 | $150.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 94 | $29.6M |
| HNW Individuals | 80 | $115.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $4.4M |
| Charitable organizations | <5 | $324,754 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $1.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-112625 |
|---|---|
| SEC ERA File Number | 801-112625 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172653 |
| Legal Entity Identifier | None |
Principal Office
3125 OLD CONEJO ROADUNIT 7
THOUSAND OAKS
CA
United States
Monday - Friday, 8AM TO 5PM
Tel: (888) 571-5582, Fax: None
Websites
Chief Compliance Officer
STEVE COKER
PRESIDENT
3125 OLD CONEJO ROAD
UNIT 7
THOUSAND OAKS
CA
United States
Tel:
888-571-5582
S**********@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COKER, STEVE, HARLAN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 08/2014 | > 75% |