FIVE CEDARS

Overview

Five Cedars is a small, independent registered investment adviser organized as an LLC that focuses on advising individuals and families. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and selecting or overseeing third‑party advisers. The firm operates as a capital allocator, which allows it to place client capital with external managers when appropriate, but its regulatory filing shows a clear bias toward liquid, exchange‑traded public equities. Fee arrangements are flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The firm does not identify itself as an active ESG investor and appears to operate from a single‑state registration posture. Given the small client base and service mix, Five Cedars likely structures bespoke plans and direct portfolio oversight for high‑net‑worth households rather than running standardized mass‑market programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices