Investment adviser · CRD 172653
CEDARSTONE ADVISORS
Investment adviser filing (IA)
THOUSAND OAKS, CA, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $198M Form ADV · Item 5.F
- Client accounts
- 197 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 98 | $169,371,004 | 85.4% |
| Individuals | 93 | $28,248,226 | 14.2% |
| Corporations & businesses | Fewer than 5 | $331,474 | 0.2% |
| Charities | Fewer than 5 | $300,949 | 0.2% |
| Retirement plans | Fewer than 5 | $176,173 | 0.1% |
Filing source
Form ADV 2069766 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
3125 OLD CONEJO ROAD, UNIT 7THOUSAND OAKS, CA, 91320, United States
CRD 172653
Filing source
Form ADV 2069766 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.