Cedar Valley Capital LLC

RIAState Registered

Total AUM

$73.2M

Discretionary

$55.3M

76% of AUM

Avg account

$1M

Accounts

Employees

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: HNWI53.66%
Pension & Profit Sharing Plans25.72%
Individuals15.23%
Corporations / Businesses5.4%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Cedar Valley Capital LLC is an independent, individual-owned limited liability company that provides advisory services to both individual and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. It operates as a registered representative of a broker-dealer and uses a mix of fee arrangements (percentage of assets under management, hourly, and fixed fees). The adviser is state-registered in Florida, Georgia, North Carolina, New Mexico and Texas and serves a relatively concentrated client base rather than a broad national footprint.