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CEDAR VALLEY CAPITAL LLC

Advisory

ROSWELL, GA

Data as of Apr 17, 2025 · Source: SEC Form ADV

Average account

$1M

across 32 accounts

Source: SEC Form ADV. Figures as filed Apr 17, 2025.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$45M

Discretionary AUM$37M

Non-Discretionary AUM$8M

Discretionary %82.4%

Total Clients32

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, NC, NM, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

32 clients

23 high-net-worth

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

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