# Cedar Valley Capital LLC

> Cedar Valley Capital LLC is a state-registered investment advisory firm in Roswell, GA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 17, 2025.

- CRD: 306303
- Filed as: CEDAR VALLEY CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roswell, GA
- Filing period: October 2026
- Form ADV filing dated: April 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306303
- AdvisorCensus page: https://advisorcensus.com/firm/cedar-valley-capital-llc-roswell-ga-306303

## Quick answers

**How is Cedar Valley Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cedar Valley Capital 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 Valley Capital LLC located?**
Cedar Valley Capital LLC's principal office is in Roswell, GA, according to its Form ADV.

**Is Cedar Valley Capital LLC registered with the SEC or a state?**
Cedar Valley Capital LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306303.

**How much does Cedar Valley Capital LLC manage?**
Cedar Valley Capital LLC reports $45,291,326 in regulatory assets under management in its Form ADV filing dated April 17, 2025 (82% discretionary).

**What types of clients does Cedar Valley Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (6); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Cedar Valley 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/306303

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $45,291,326
- Discretionary: $37,319,271
- Non-discretionary: $7,972,055

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,259,991 |
| High net worth individuals | 23 | $23,906,605 |
| 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) | 2 | $12,917,682 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $5,207,048 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cedarvalleycap.com
- LinkedIn @walt-hammond-261b8835

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedar Valley Capital LLC (CRD 306303): Form ADV filing data as of October 2026.