Cedarstone Advisors
● SEC registered since 2018CRD 172653SEC# 801-112625Thousand Oaks, CA
Reg. AUM
$198.4M
Employees
3
Accounts
197
Location
Thousand Oaks, CA
Cedarstone Advisors assets under management
Cedarstone Advisors is an investment advisory firm registered with the SEC based in Thousand Oaks, CA. The firm has been registered since 2018. It reports $198.4 million in regulatory assets under management and employs 3 people.
Cedarstone Advisors owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steve Harlan Coker Control | President/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Cedarstone Advisors manage?
Cedarstone Advisors reports $198.4 million in regulatory assets under management on its Form ADV.
How many employees does Cedarstone Advisors have?
Cedarstone Advisors reports 3 employees.
Where is Cedarstone Advisors located?
Cedarstone Advisors is based in Thousand Oaks, CA and has been SEC-registered since 2018.
Does Cedarstone Advisors disclose fund performance?
Cedarstone Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3125 Old Conejo Road, Unit 7, Thousand Oaks, CA 91320 |
| Phone | (888) 571-5582 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$198.4M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$198.4Mregulatory AUM
Discretionary $198.4M