$93.3M Total AUM
$93.3M Disc. AUM
-- 3Y CAGR
1 Employees
124 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitVital crest +more
- Established Date
- 02-05-2015
- Office Locations
- 1
Office Locations
-- Glen Ellyn IL
About Cedar Capital, LLC
Cedar Capital Advisors (Glen Ellyn, IL) is a fee-only, fiduciary RIA providing holistic financial and retirement income planning alongside investment management. Portfolios are built around risk profiling, stress testing, tax-aware asset allocation, and an emphasis on downside protection, with significant ETF use. Custodied with Charles Schwab. The firm also hosts “Wine & Wealth” investor education events.
Team overview
-- AVG AGE
$93.3M AVG AUM / ADVISOR
$752.4K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Matrix Delta Insight vertex Crest foundation Fusion quantum Prime peak
Client Personas
Prime unison Zenith
Custodian
Radial insight Catalyst signal
Investment Themes
Fusion fusion Peak unison
Investment Vehicles
Atlas oak
Platform
Bridge
Services
Fusion Optima pioneer Fusion pioneer Bridge pathway Prime insight Unison
Technology
Catalyst Radial Harbor crest
Owner & Executives
THOMAS GEORGE KOLESKI
Advisor, Chief Compliance Officer
- CRD
- #4941185
- Ownership
- 75% or more
(514) 334-7591
vital.eagle@legacycapital.com
in linkedin.com/in/wave-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
B
Brian Patrick Tumpane
--
- CRD
- #8227718
(343) 237-7914
matrix.ridge@glaciercapital.com
in linkedin.com/in/atlas-signal
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,297,745 | $241,639 |
| Non-Discretionary | $0 | -- |
| Total | $93,297,745 | $241,639 |
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Separately Managed Accounts
Total SMA Asset: $93,297,745
Public Funds:
44.1% Equity - Exchange:
11.3% Cash:
44.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,716,994,969 | 44.1% |
| Equity - Exchange | $952,427,282 | 11.3% |
| Cash | $3,759,137,770 | 44.6% |
| Total | $8,428,560,021 | 100.0% |