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CEDAR SPRING ADVISORS, LLC
CRD 289329 · SEC 801-127474
KY, United States
Phone
717-224-1238
Fax
888-608-9978
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.4M
Discretionary AUM
$151.0M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $67.7M |
| High net worth individuals | 53 | $101.2M |
| Charitable organizations | 1 | $452K |
States served
KY, MD, MI, NJ, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD