Cedar Mountain Advisors, LLC
● SEC registered since 2008CRD 140339SEC# 801-68704Lake Oswego, OR
Reg. AUM
$1.2B
Employees
10
Accounts
2,433
Location
Lake Oswego, OR
Cedar Mountain Advisors, LLC assets under management
Cedar Mountain Advisors, LLC is a registered investment adviser overseen by the SEC based in Lake Oswego, OR. The firm has been registered since 2008. It reports $1.2 billion in regulatory assets under management and employs 10 people.
Cedar Mountain Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Lee Woods Control | Managing Member | 50-75% | 2006 |
| Brad and Gina Patrick Revocable Trust, Dated October 11, 2018 Control | Managing Member | 50-75% | 2018 |
| Bradley Dean Patrick Control | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Cedar Mountain Advisors, LLC manage?
Cedar Mountain Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Cedar Mountain Advisors, LLC have?
Cedar Mountain Advisors, LLC reports 10 employees.
Where is Cedar Mountain Advisors, LLC located?
Cedar Mountain Advisors, LLC is based in Lake Oswego, OR and has been SEC-registered since 2008.
Does Cedar Mountain Advisors, LLC disclose fund performance?
Cedar Mountain Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035 |
| Phone | 503-224-6868 |
| Fax | 503-224-6887 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1798986 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.2B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.2Bregulatory AUM
Discretionary $891.9MNon-discretionary $305.9M