Firm profile

RED CEDAR INVESTMENT MANAGEMENT

GRAND RAPIDS, MICRD 170939Latest ADV March 31, 2026

Red Cedar Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 31, 2026, reports $3.3B in regulatory assets under management, 18 employees, 1 office, and 67 accounts.

Assets Under Management
$3.3B
Employees
18
Offices
1 office
Total Clients
26
Primary office
GRAND RAPIDS, MI
333 BRIDGE STREET NW, SUITE 601, GRAND RAPIDS, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJohn L. Cassady
CCODennis R. Mason
COOAshleigh Albert

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInsurance Cos. represent 34.6% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
34.6%
9
2
Investment Cos.
15.4%
4
3
Pension Plans
15.4%
4
4
Charitable
15.4%
4
5
Corporations
11.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.3Bas of March 31, 2026
Discretionary100.0%
$3.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.3B
Total Accounts67
10Y AUM Change+$3.1B (+1188.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee1:1
10Y Employee Change+14 (+350.0%)

* 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.