Overview
Assets Under Management: $201 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 98
Average Client Assets: $1 million
Frequently Asked Questions
CEDAR POINT CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317532), CEDAR POINT CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
CEDAR POINT CAPITAL PARTNERS, LLC is headquartered in CEDAR RAPIDS, IA.
CEDAR POINT CAPITAL PARTNERS, LLC serves 98 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, CEDAR POINT CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CEDAR POINT CAPITAL PARTNERS, LLC manages $201 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, CEDAR POINT CAPITAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.07
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,128
Discretionary Accounts: 1,128
Regulatory Filings
CRD Number: 317532
Filing ID: 2026671
Last Filing Date: 2025-11-11 16:05:40
Website: 0