# Five Cedars

> Five Cedars is a state-registered investment advisory firm in Kirkland, WA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 319384
- Filed as: FIVE CEDARS
- Legal name: Five Cedars Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kirkland, WA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319384
- AdvisorCensus page: https://advisorcensus.com/firm/five-cedars-kirkland-wa-319384

## Quick answers

**How is Five Cedars compensated?**
On its Form ADV (Item 5.E, October 2026), Five Cedars 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 Five Cedars located?**
Five Cedars' principal office is in Kirkland, WA, according to its Form ADV.

**Is Five Cedars registered with the SEC or a state?**
Five Cedars is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319384.

**How much does Five Cedars manage?**
Five Cedars reports $22,934,610 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Five Cedars serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (7).

**Does Five Cedars 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/319384

## 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: $22,934,610
- Discretionary: $22,934,610
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,945,342 |
| High net worth individuals | 8 | $18,989,268 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 5cedars.com
- Facebook @5cedars
- Instagram @5cedars1
- LinkedIn @5cedars

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Five Cedars (CRD 319384): Form ADV filing data as of October 2026.