{ "crd_number": 317532, "slug": "cedar-point-capital-partners-llc-cedar-rapids-ia-317532", "primary_business_name": "CEDAR POINT CAPITAL PARTNERS, LLC", "legal_name": "CEDAR POINT CAPITAL PARTNERS, LLC", "dbas": [], "city": "Cedar Rapids", "state": "IA", "country": "United States", "cbsa_code": "16300", "metro": { "cbsa_code": "16300", "common_name": "Cedar Rapids", "msa_name": "Cedar Rapids, IA", "path": "/advisors/ia/cedar-rapids" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-02-03", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-02", "carried_forward": false, "raum_total": 248116441.0, "raum_discretionary": 248116441.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 7, "advisory_employees": 5, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 7673590.0, "count": 3, "fewer_than_5": true }, "individuals": { "raum": 75528842.0, "count": 190 }, "high_net_worth_individuals": { "raum": 164613401.0, "count": 104 }, "corporations_other_businesses": { "raum": 300608.0, "count": 3, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IA", "TX" ], "websites": [ "https://cedarpointcap.com", "https://facebook.com/CedarPointCP", "https://instagram.com/cedarpointcapitalpartners", "https://linkedin.com/company/cedar-point-capital-partners", "https://twitter.com/CPC_Partners", "https://youtube.com/@cedarpointcapitalpartners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317532", "city_as_filed": "CEDAR RAPIDS", "url": "https://advisorcensus.com/firm/cedar-point-capital-partners-llc-cedar-rapids-ia-317532", "display_name": "Cedar Point Capital Partners, LLC", "summary": "Cedar Point Capital Partners, LLC is an SEC-registered investment advisory firm in Cedar Rapids, IA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.", "citation": "AdvisorCensus. Cedar Point Capital Partners, LLC (CRD 317532): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Other" ], "quick_answers": [ { "q": "How is Cedar Point Capital Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cedar Point Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Cedar Point Capital Partners, LLC located?", "a": "Cedar Point Capital Partners, LLC's principal office is in Cedar Rapids, IA, according to its Form ADV." }, { "q": "Is Cedar Point Capital Partners, LLC registered with the SEC or a state?", "a": "Cedar Point Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317532." }, { "q": "How much does Cedar Point Capital Partners, LLC manage?", "a": "Cedar Point Capital Partners, LLC reports $248,116,441 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)." }, { "q": "How have Cedar Point Capital Partners, LLC's assets and staff changed since 2022?", "a": "In the Form ADV data for Cedar Point Capital Partners, LLC: Regulatory assets under management: $136,470,159 in the October 2022 data and $248,116,441 in the October 2026 data, up 82%. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cedar Point Capital Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (104); charitable organizations (3)." }, { "q": "Which custodians does Cedar Point Capital Partners, LLC use?", "a": "Cedar Point Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Cedar Point Capital Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317532" }, { "q": "What changed in Cedar Point Capital Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $200,899,768 to $248,116,441 (+24%)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 136470159.0, "total_employees": 3, "filing_date": "2022-08-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 140418334.0, "total_employees": 3, "filing_date": "2023-03-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 174907856.0, "total_employees": 5, "filing_date": "2024-06-10" }, { "period": "2025-10-01", "regulatory_assets_under_management": 200899768.0, "total_employees": 6, "filing_date": "2025-03-19" }, { "period": "2026-10-01", "regulatory_assets_under_management": 248116441.0, "total_employees": 7, "filing_date": "2026-03-02" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $200,899,768 to $248,116,441 (+24%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/cedar-point-capital-partners-llc-cedar-rapids-ia-317532.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 190, "fewer_than_5": false, "raum": 75528842.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 104, "fewer_than_5": false, "raum": 164613401.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": true, "raum": 7673590.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 3, "fewer_than_5": true, "raum": 300608.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317532", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }