RIA Intel›Advisers›Iowa›RED CEDAR ADVISORY, INC.

RED CEDAR ADVISORY, INC.

Advisory

CEDAR RAPIDS, IA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in IA

#152

of 154 advisers by AUM

Average account

$133K

across 305 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients155

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA, 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

155 clients

8 high-net-worth

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

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

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SUCCESSFUL RESOURCE MANAGEMENT, LLC

$43M

DEWAAY CAPITAL MANAGEMENT, INC.

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