CEDAR CAPITAL, LLC

Overview

Cedar Capital, LLC is an independent registered investment adviser organized as an LLC and active since 2015. The firm serves individual and family clients alongside institutional clients, delivering financial planning and portfolio management for individuals, small businesses, and other institutions. Fee arrangements are a mix of percentage-of-AUM billing and fixed fees. Investment activity is centered on equity exposure delivered primarily through exchange-traded vehicles rather than a large roster of direct stock positions. The firm’s filings show a strong reliance on ETFs for implementation and a tactical tilt in some portfolios—its largest publicly reported holding is the Pacer Trendpilot US Large Cap ETF, which suggests use of managed exposure and trend-following or volatility-adjusted strategies. Cedar Capital does not position itself as a capital allocator; instead it accesses third-party managers when pursuing alternative exposures. Cedar Capital is not categorized as an active ESG investor and is not registered as a multi-state adviser. Advisory services emphasize standard wealth-management functions—planning and discretionary portfolio management—rather than pension consulting or related-adviser activities.

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