CEDAR MOUNTAIN ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Oregon, United States

Employees

Total Number of Employees	10
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,335	$618.2M
Non-Discretionary	29	$251.8M
Total	2,364	$870.1M

Clients

Type	Number	RAUM
Individuals	535	$185.4M
HNW Individuals	194	$414.2M
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	30	$260.3M
Charitable organizations	0	$0
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	25	$10.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-68704
SEC ERA File Number	801-68704
SEC CIK Numbers	1798986
SEC CRD Numbers	140339
Legal Entity Identifier	None

Principal Office

5285 MEADOWS RD
SUITE 360
LAKE OSWEGO
OR
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic