CEDARSTONE ADVISORS

Overview

Cedarstone Advisors is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm charges clients based on a percentage of assets under management and also offers hourly consulting. Cedarstone was SEC-registered in 2018 and operates as a single independent RIA rather than as a capital allocator or pension consultant. It does not identify as an active ESG investor. Investment activity centers on discretionary management, with a clear tilt toward exchange-traded equities as the primary building block for client portfolios. Portfolios appear to combine listed equities and exchange-traded funds for core equity exposure, while complementing those positions with mutual funds and corporate debt for fixed-income needs. The firm also uses external third-party managers and allocates to alternative asset classes for diversification and income generation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices