Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Frequently Asked Questions
CEDAR SPRING ADVISORS, 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 #289329), CEDAR SPRING ADVISORS, LLC is subject to fiduciary duty under federal law.
CEDAR SPRING ADVISORS, LLC serves 53 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, CEDAR SPRING ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CEDAR SPRING ADVISORS, LLC manages $169 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, CEDAR SPRING ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 805
Discretionary Accounts: 721
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 289329
Filing ID: 2041130
Last Filing Date: 2026-01-27 12:55:47