Overview
Assets Under Management: $154 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 35
Average Client Assets: $3.6 million
Frequently Asked Questions
RED CEDAR CAPITAL, 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 #141642), RED CEDAR CAPITAL, LLC is subject to fiduciary duty under federal law.
RED CEDAR CAPITAL, LLC is headquartered in OMAHA, NE.
RED CEDAR CAPITAL, LLC serves 35 high-net-worth clients according to their SEC filing dated March 05, 2018. View client details ↓
According to their SEC Form ADV, RED CEDAR CAPITAL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
RED CEDAR CAPITAL, LLC manages $154 million in client assets according to their SEC filing dated March 05, 2018.
According to their SEC Form ADV, RED CEDAR CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.39%
Average Client Assets: $3.6 million
Total Client Accounts: 141
Discretionary Accounts: 134
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 141642
Filing ID: 1180226
Last Filing Date: 2018-03-05 16:51:00