THOUSAND OAKS, CACRD 172653Latest ADV March 11, 2026
Cedarstone Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated March 11, 2026, reports $198M in regulatory assets under management, 3 employees, and 197 accounts.
Assets Under Management
$198M
Employees
3
Offices
--
Total Clients
191
Primary office
THOUSAND OAKS, CA
3125 OLD CONEJO ROAD, UNIT 7, THOUSAND OAKS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.3% of total clients.
Top client categories% of clientsClients
1
HNWI
51.3%
98
2
Individuals
48.7%
93
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$198Mas of March 11, 2026
Discretionary100.0%
$198M
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$198M
Total Accounts197
10Y AUM Change+$90M (+82.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* 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.