Cedarstone Advisors
Cedarstone Advisors is an SEC-registered wealth manager in Thousand Oaks, CA with $198.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Cedarstone Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172653, SEC 801-112625, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $198.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Thousand Oaks, CA
- Employees
- 3
- Clients
- 191
- CRD
- 172653
- Ownership
- COKER, STEVE, HARLAN; DAVIS, MATTHEW, GLENN
How much AUM does Cedarstone Advisors have?
Cedarstone Advisors reported $198.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Cedarstone Advisors?
Disclosed owners and executives of Cedarstone Advisors include COKER, STEVE, HARLAN, DAVIS, MATTHEW, GLENN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.