# Cedar Rock Investment Advisors

> Cedar Rock Investment Advisors is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 143327
- Filed as: CEDAR ROCK INVESTMENT ADVISORS
- Legal name: Catherine DEE Ryan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143327
- AdvisorCensus page: https://advisorcensus.com/firm/cedar-rock-investment-advisors-143327

## Quick answers

**How is Cedar Rock Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Cedar Rock Investment Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Cedar Rock Investment Advisors registered with the SEC or a state?**
Cedar Rock Investment Advisors is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143327.

**How much does Cedar Rock Investment Advisors manage?**
Cedar Rock Investment Advisors reports $14,753,693 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (80% discretionary).

**What types of clients does Cedar Rock Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Cedar Rock Investment Advisors 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/143327

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,753,693
- Discretionary: $11,794,887
- Non-discretionary: $2,958,806

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $7,794,887 |
| High net worth individuals | Fewer than 5 | $6,958,806 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedar Rock Investment Advisors (CRD 143327): Form ADV filing data as of October 2026.