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CEDAR ROCK INVESTMENT ADVISORS

CATHERINE DEE RYAN

CRD 143327

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$14.8M

Discretionary AUM

$11.8M

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-13

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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  • Better Business Bureau →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals14$7.8M

Official SEC filing: View on IAPD