RIA IntelAdvisersMichiganCEDAR RIDGE INVESTMENT MANAGEMENT LLC

CEDAR RIDGE INVESTMENT MANAGEMENT LLC

Advisory

MI

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in MI
#496
of 521 advisers by AUM
Average account
$509K
across 106 accounts
AUM per adviser
$54M
1 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM
$54M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$54M
Discretionary AUM$47M
Non-Discretionary AUM$7M
Discretionary %87%
Total Clients106
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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MIDLAND, MI
$54M
A & L FINANCIAL SERVICES, LLC
$54M
IMPACT INVESTMENT STRATEGIES, INC
$54M
THE WOLTER GROUP, INC.
LIVONIA, MI
$53M
HARTWELL WEALTH MANAGEMENT LLC
ST JOSEPH, MI
$55M
TRINITY WEALTH SOLUTIONS LLC
STERLING HEIGHTS, MI
$53M

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