CEDAR VALLEY CAPITAL LLC

RIASEC Registered

Total AUM

$45.3M

Discretionary

$37.3M

82% of AUM

Avg account

$1.4M

Accounts

Advisory reps

Firm details

Headquarters: ROSWELL, Georgia
CRD number: 306303
Website: cedarvalleycap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.78%
Pension & Profit Sharing Plans28.52%
Corporations / Businesses11.5%
Individuals7.2%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Cedar Valley Capital LLC operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services primarily for individuals, families, and small businesses. The firm is structured as a limited liability company and is managed by an individual owner. While it does not engage in capital allocation or act as a pension consultant, it does maintain a relationship as a registered representative of a broker-dealer. Cedar Valley Capital LLC does not actively pursue ESG investments, positioning itself instead to cater to a diverse client base with tailored financial solutions.