# Red Cedar

> Red Cedar is a state-registered investment advisory firm in Cedar Rapids, IA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 298677
- Filed as: RED CEDAR
- Legal name: Red Cedar Advisory, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cedar Rapids, IA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298677
- AdvisorCensus page: https://advisorcensus.com/firm/red-cedar-cedar-rapids-ia-298677

## Quick answers

**How is Red Cedar compensated?**
On its Form ADV (Item 5.E, October 2026), Red Cedar reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Red Cedar registered with the SEC or a state?**
Red Cedar is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298677.

**How much does Red Cedar manage?**
Red Cedar reports $40,678,917 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Red Cedar serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (8).

**Does Red Cedar 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/298677

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $40,678,917
- Discretionary: $40,678,917
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $28,605,223 |
| High net worth individuals | 8 | $12,073,694 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redcedaradvisory.com
- LinkedIn @red-cedar-advisory

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Cedar (CRD 298677): Form ADV filing data as of October 2026.