Cedar Mountain Advisors, LLC

RIASEC RegisteredEst. 2008

Total AUM

$1.2B

Discretionary

$892M

74% of AUM

Avg account

$492K

Accounts

2,433

Employees

Advisory reps

Firm details

Headquarters: Lake Oswego, Oregon
CRD number: 140339
Registered since: January 3, 2008
Website: www.cmapdx.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.79%
Pension & Profit Sharing Plans31.44%
Individuals18.28%
Corporations / Businesses0.44%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Cedar Mountain Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2008. The firm serves both individual/family and institutional clients and combines portfolio management with financial planning. Its advisory services include portfolio management for individuals, small businesses and institutions, as well as pension consulting. Cedar Mountain also functions as an insurance broker, which informs part of its product mix and distribution approach. The firm charges clients using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, allowing flexibility across client relationships and service levels. It does not identify as an active ESG investor in the material provided.