Cedar Mountain Advisors, LLC
Lake Oswego, OR·SEC-registered · CRD #140339
Cedar Mountain Advisors, LLC is an SEC-registered investment advisory firm in Lake Oswego, OR managing $1.2B across 2.5k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.5k
Advisory staff
6
Fee model
Fee-based
How Cedar Mountain Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cedar Mountain Advisors, LLC
How much does Cedar Mountain Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Cedar Mountain Advisors, LLC reports $1.2B in regulatory assets under management across roughly 2.5k client accounts.
How does Cedar Mountain Advisors, LLC charge?
Cedar Mountain Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cedar Mountain Advisors, LLC a fiduciary?
Yes. Cedar Mountain Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #140339), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cedar Mountain Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cedar Mountain Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lake Oswego, OR
Profile compiled from Cedar Mountain Advisors, LLC's public SEC Form ADV filing (CRD #140339, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cedar Mountain Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cedar Mountain Advisors, LLC? Claim this profile.