RIA Intel›Advisers›Wisconsin›CEDAR ROAD CAPITAL LLC

CEDAR ROAD CAPITAL LLC

Advisory

WI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in WI

#329

of 354 advisers by AUM

Average account

$5M

across 9 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

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

FORT ATKINSON, WI

$44M

REX LEIGH JONES

$44M

RETIREMENT PLANNING SPECIALISTS, INC.

$44M

$44M

HARRIS FINANCIAL SERVICES, INC.

$43M

CORNERSTONE FINANCIAL PLANNING, INC.

$43M

Get the full picture on CEDAR ROAD CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CEDAR ROAD CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans