Cedar Rock Investment Advisors

Overview

Cedar Rock Investment Advisors is a small, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fixed fees and hourly fees rather than percentage-based ongoing advisory fees, which suggests engagement models centered on planning and project work as much as ongoing asset management. Its client base is narrow — 14 clients — and its balance sheet shows a conservative posture, with the majority of assets held in cash and cash equivalents. The firm is not positioned as a multi-state adviser, is not listed as a capital allocator, and does not identify as an active ESG investor. Given the firm’s size and fee structure, the day-to-day activity appears oriented toward bespoke planning/portfolio work rather than large-scale institutional asset management or direct primary-market investing.

Assets & Accounts

Investments & Alternatives

Location & Offices