# Cedar Capital, LLC

> Cedar Capital, LLC is a state-registered investment advisory firm in Glen Ellyn, IL, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 174020
- Filed as: CEDAR CAPITAL, LLC
- Also doing business as: CEDAR CAPITAL ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glen Ellyn, IL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174020
- AdvisorCensus page: https://advisorcensus.com/firm/cedar-capital-llc-glen-ellyn-il-174020

## Quick answers

**How is Cedar Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cedar Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cedar Capital, LLC located?**
Cedar Capital, LLC's principal office is in Glen Ellyn, IL, according to its Form ADV.

**Is Cedar Capital, LLC registered with the SEC or a state?**
Cedar Capital, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 174020.

**How much does Cedar Capital, LLC manage?**
Cedar Capital, LLC reports $93,297,745 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Cedar Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cedar Capital, LLC: Regulatory assets under management: $33,548,563 in the October 2021 data and $93,297,745 in the October 2026 data, up 178%. Total employees: 6 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cedar Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (39); corporations or other businesses not listed above (1).

**Does Cedar Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174020

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $93,297,745
- Discretionary: $93,297,745
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $22,760,574 |
| High net worth individuals | 39 | $70,340,866 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $196,305 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cedarcapitaladvisors.com
- Facebook @CedarCapitalAdvisors
- LinkedIn @cedar-capital-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $33,548,563 | 6 | March 22, 2021 |
| October 2022 | $30,929,766 | 3 | August 22, 2022 |
| October 2026 | $93,297,745 | 1 | March 20, 2026 |

Regulatory assets under management: $33,548,563 in the October 2021 data and $93,297,745 in the October 2026 data, up 178%.
Total employees: 6 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedar Capital, LLC (CRD 174020): Form ADV filing data as of October 2026.