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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-02-2006
- Office Locations
- 3
Office Locations
About Cedar Mountain Advisors, LLC
Cedar Mountain Advisors, LLC is an Oregon-based RIA (founded 2006) serving retail and institutional clients with financial planning and portfolio management, including retirement plan consulting plus tax/estate, insurance, and business succession planning. Client work often centers on entrepreneurs and multi-asset allocation using mutual funds, ETFs, fixed income, and alternatives. Led by a co-founder CIO; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ADAM LEE WOODS
Financial Advisor, General Partner, Managing Member
- CRD
- #3070064
- Ownership
- 50% but less than 75%
BRADLEY DEAN PATRICK
Advisor, Chief Compliance Officer
- CRD
- #2201228
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NATHAN COFFEY
Financial Advisor, General Partner
- CRD
- #5700069
DANIEL JAMES NANCE
Financial Advisor, General Partner
- CRD
- #2675638
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $891,876,876 | $370,227 |
| Non-Discretionary | $305,883,052 | $12,745,127 |
| Total | $1,197,759,928 | $492,298 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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