PPrivate Fund Data Log in Join · $37/mo

Cedarstone Advisors

● SEC registered since 2018CRD 172653SEC# 801-112625Thousand Oaks, CA
Export (members)
Reg. AUM
$171M
Employees
3
Accounts
189
Location
Thousand Oaks, CA

Cedarstone Advisors assets under management

Cedarstone Advisors is an investment advisory firm registered with the SEC based in Thousand Oaks, CA. The firm has been registered since 2018. It reports $171 million in regulatory assets under management and employs 3 people.
www.cedarstoneadvisors.comView on SEC.gov ↗

Cedarstone Advisors owners & executives

1 reported
NameTitleOwnershipSince
Steve Harlan Coker ControlPresident/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Cedarstone Advisors manage?

Cedarstone Advisors reports $171 million in regulatory assets under management on its Form ADV.

How many employees does Cedarstone Advisors have?

Cedarstone Advisors reports 3 employees.

Where is Cedarstone Advisors located?

Cedarstone Advisors is based in Thousand Oaks, CA and has been SEC-registered since 2018.

Does Cedarstone Advisors disclose fund performance?

Cedarstone Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3125 Old Conejo Road, Unit 7, Thousand Oaks, CA 91320
Phone(888) 571-5582
Office hours8a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171M
Non-discretionary$0
Total (RAUM)$171M