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| Cedar Spring Advisors LLC
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| |
|---|---|
| CRD # | 289329 |
| SEC # | 801-127474 |
| CIK # | |
| AUM | $139.4 M (2025-01-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 717-224-1238 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 61.0 |
| (b) Individuals (high net worth individuals) | 45 | 78.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 737 | 139.4 |
| By Discretionary | ||
| Discretionary | 640 | 119.3 |
| Non-Discretionary | 97 | 20.1 |
| Total | 737 | 139.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.4 | |
| Total | 737 | 139.4 |
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|---|---|---|
|
Bright Investments LLC
✚
|
AL | 0.1 |
|
KC Asset Management Inc
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|
0.1 | |
|
Intentional Wealth Strategies
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CO | 0.1 |
|
Castleton Partners LLC
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0.1 | |
|
JOSS Brown Wealth Advisors Group LLC
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|
VA | 0.1 |
|
Dimensions Wealth Management LLC
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|
CA | 0.1 |
|
Hershey Financial Advisers LLC
✚
|
PA | 0.1 |
|
Arbor Private Wealth LLC
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|
VA | 0.1 |
|
Indelible Wealth Group LLC
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|
0.1 | |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |