CEDAR RAPIDS, IACRD 317532Latest ADV March 2, 2026
Cedar Point Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Rapids, IA. Its latest Form ADV filing, dated March 2, 2026, reports $248M in regulatory assets under management, 7 employees, and 969 accounts.
Assets Under Management
$248M
Employees
7
Offices
--
Total Clients
300
Primary office
CEDAR RAPIDS, IA
329 12TH AVE SE, SUITE 106, CEDAR RAPIDS, IA, United States
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
190
2
HNWI
34.7%
104
3
Charitable
1.0%
3
4
Corporations
1.0%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$248Mas of March 2, 2026
Discretionary100.0%
$248M
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$248M
Total Accounts969
10Y AUM Change+$248M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee43:1
10Y Employee Change+4 (+133.3%)
* 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.