BLUE CEDAR ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
NAPERVILLE, Illinois
CRD number
312727
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Blue Cedar Advisors LLC is an individually owned limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a combination fee model — charging either a percentage of assets under management or fixed fees — and is not identified as a capital allocator. Public registration details are limited; an SEC registration year is not listed in the source data. The firm is not positioned as an active ESG investor and does not report multi‑state advisory status, pension consulting, related‑adviser relationships, or a recent formation. An industry affiliation with a law firm is noted, which may reflect referral or service relationships rather than subsidiary ownership.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Natalia Kabbe

    Founding PartnerCRD 7334113

  • Jeffrey Kabbe

    PartnerCRD 7332774

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NAPERVILLE, IL

DU PAGE

Location

NAPERVILLE, IL

Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
2323 Naperville Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth