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| Cedar Mountain Advisors LLC
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| |
|---|---|
| CRD # | 140339 |
| SEC # | 801-68704 |
| CIK # | 0001798986 |
| AUM | $870.1 MM (2024-07-12) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 503-224-6868 |
| Address | 5285 Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ADP | 89,423.0 | 3.2 | |
| MSFT | 1,918,222.4 | 2.1 | |
| CSX | 63,357.9 | 2.1 | |
| AAPL | 2,382,844.0 | 2.0 | |
| BR | 16,547.7 | 0.7 | |
| TGT | 67,013.4 | 0.7 | |
| TSLA | 723,390.3 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 535 | 185.4 |
| (b) Individuals (high net worth individuals) | 194 | 414.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 260.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,364 | 870.1 |
| By Discretionary | ||
| Discretionary | 2,335 | 618.2 |
| Non-Discretionary | 29 | 251.8 |
| Total | 2,364 | 870.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 870.1 | |
| Total | 2,364 | 870.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001798986] |
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|---|---|---|
|
LVZ Inc
✚
|
MI | 0.9 |
|
Tarbox Family Office Inc
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CA | 0.9 |
|
Aspire Growth Partners LLC
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FL | 0.9 |
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Yeske BUIE Inc
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VA | 0.9 |
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St Clair Advisors LLC
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OH | 0.9 |
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Riverwater Partners LLC
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WI | 0.9 |
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Lathrop Investment Management Corp
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AR | 0.9 |
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Hunter Michael Investment Advisors Inc
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|
VA | 0.9 |
|
Cutter and Company Brokerage Inc
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|
MO | 0.9 |
|
Bruni J V & Co
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CO | 0.9 |