| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Lee Woods Control | Managing Member | 50-75% | 2006 |
| Brad and Gina Patrick Revocable Trust, Dated October 11, 2018 Control | Managing Member | 50-75% | 2018 |
| Bradley Dean Patrick Control | Chief Compliance Officer | Under 5% | 2019 |
Cedar Mountain Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Cedar Mountain Advisors, LLC reports 10 employees.
Cedar Mountain Advisors, LLC is based in Lake Oswego, OR and has been SEC-registered since 2008.
Cedar Mountain Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035 |
| Phone | 503-224-6868 |
| Fax | 503-224-6887 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1798986 |
| Discloses disciplinary history | No |
| Discretionary | $759.7M |
| Non-discretionary | $304.7M |
| Total (RAUM) | $1.06B |