# Cedar Point Capital Partners, LLC

> 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.

- CRD: 317532
- Filed as: CEDAR POINT CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cedar Rapids, IA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317532
- AdvisorCensus page: https://advisorcensus.com/firm/cedar-point-capital-partners-llc-cedar-rapids-ia-317532

## Quick answers

**How is Cedar Point Capital Partners, LLC compensated?**
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.

**Where is Cedar Point Capital Partners, LLC located?**
Cedar Point Capital Partners, LLC's principal office is in Cedar Rapids, IA, according to its Form ADV.

**Is Cedar Point Capital Partners, LLC registered with the SEC or a state?**
Cedar Point Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317532.

**How much does Cedar Point Capital Partners, LLC manage?**
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).

**How have Cedar Point Capital Partners, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Cedar Point Capital Partners, LLC serve?**
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).

**Which custodians does Cedar Point Capital Partners, LLC use?**
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.

**Does Cedar Point Capital Partners, LLC report any disciplinary disclosures?**
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

**What changed in Cedar Point Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $200,899,768 to $248,116,441 (+24%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $248,116,441
- Discretionary: $248,116,441
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 190 | $75,528,842 |
| High net worth individuals | 104 | $164,613,401 |
| Charitable organizations | 3 | $7,673,590 |
| Corporations or other businesses not listed above | 3 | $300,608 |

### 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
- Pension consulting services
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cedarpointcap.com
- Facebook @CedarPointCP
- Instagram @cedarpointcapitalpartners
- LinkedIn @cedar-point-capital-partners
- X @CPC_Partners
- YouTube @cedarpointcapitalpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $136,470,159 | 3 | August 30, 2022 |
| October 2023 | $140,418,334 | 3 | March 14, 2023 |
| October 2024 | $174,907,856 | 5 | June 10, 2024 |
| October 2025 | $200,899,768 | 6 | March 19, 2025 |
| October 2026 | $248,116,441 | 7 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $200,899,768 to $248,116,441 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedar Point Capital Partners, LLC (CRD 317532): Form ADV filing data as of October 2026.