LAKE OSWEGO, ORCRD 140339Latest ADV March 24, 2026
Cedar Mountain Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 24, 2026, reports $1.2B in regulatory assets under management, 10 employees, 2 offices, and 2,433 accounts.
Assets Under Management
$1.2B
Employees
10
Offices
2 offices
Total Clients
890
Primary office
LAKE OSWEGO, OR
5285 MEADOWS RD, SUITE 360, LAKE OSWEGO, OR, United States
Top client segmentIndividuals represent 66.6% of total clients.
Top client categories% of clientsClients
1
Individuals
66.6%
593
2
HNWI
26.9%
239
3
Pension Plans
4.3%
38
4
Charitable
1.5%
13
5
Corporations
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 24, 2026
Discretionary74.5%
$892M
74% of total RAUM74.5%
Non-discretionary25.5%
$306M
26% of total RAUM25.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts2,433
10Y AUM Change+$756M (+170.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee89:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.