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| Keyboard |
| Cedar Mountain Advisors LLC
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|---|---|
| CRD # | 140339 |
| SEC # | 801-68704 |
| CIK # | 0001798986 |
| AUM | 1,197.8 M (2026-03-24) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 503-224-6868 |
| Address | 5285 Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Automatic Data Processing Inc | 3.8 | ||
| Apple Inc | 3.0 | ||
| CSX Corp | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 593 | 219.0 |
| (b) Individuals (high net worth individuals) | 239 | 596.4 |
| (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 | 38 | 376.5 |
| (h) Charitable organizations | 13 | 0.6 |
| (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 | 7 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,433 | 1,197.8 |
| By Discretionary | ||
| Discretionary | 2,409 | 891.9 |
| Non-Discretionary | 24 | 305.9 |
| Total | 2,433 | 1,197.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,196.9 | |
| Total | 2,433 | 1,197.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001798986] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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