CRD: 317532
Cedar Point Capital Partners, LLC
$248.1M Total AUM
$248.1M Disc. AUM
21.6% 3Y CAGR
7 Employees
301 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerOak
- Established Date
- 02-03-2022
- Office Locations
- 1
Office Locations
329 12th AVE SE Suite 106 Cedar Rapids IA
About Cedar Point Capital Partners, LLC
Cedar Point Capital Partners is an independent, fee-only RIA providing custom portfolio management and holistic financial planning that integrates tax and estate planning with private wealth management. It serves individuals and families in the Iowa City–Cedar Rapids Corridor and nationwide, and provides fiduciary-grade consulting for retirement plans, foundations, and endowments. The firm is CEFEX-certified for fiduciary excellence.
Team overview
28 AVG AGE
$49.6M AVG AUM / ADVISOR
$824.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Value Frontier vital Signal harbor Focus Capital Prime focus Element quantum Insight Capital value
Client Personas
Ember foundation Oak
Custodian
Frontier Glacier matrix Insight Meridian element Element
Investment Themes
Insight Harbor Unison Radial pathway
Investment Vehicles
Frontier Value
Platform
Crest signal Horizon glacier
Services
Harbor value Ember Prime Matrix Quantum Catalyst Bridge vector Vertex element Glacier Fusion Peak Crest Alpha Value
Technology
Pathway optima Radial
Owner & Executives
BRIDGET CELIA DAVIS MEIER
Chief Compliance Officer, Partner
- CRD
- #6819298
- Ownership
- Less than 5%
(453) 379-9883
element.insight@primecapital.com
in linkedin.com/in/vital-signal
Showing 1 of 1 owners & executives
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B
Blake Mitchell Chance
--
- CRD
- #8190509
(242) 373-5375
vital.unison@deltacapital.com
in linkedin.com/in/ember-delta
Aaron Clark Epstein
Director
- CRD
- #6743958
(898) 763-1308
vital.vector@primecapital.com
in linkedin.com/in/momentum-unison
M
Matrix focus
Focus value vertex
- CRD
- #30806
(406) 817-1669
wave.crest@focuscapital.com
in linkedin.com/in/value-matrix
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,116,441 | $256,054 |
| Non-Discretionary | $0 | -- |
| Total | $248,116,441 | $256,054 |
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Separately Managed Accounts
Total SMA Asset: $248,116,441
Equity - Exchange:
12.1% Public Funds:
18.6% Cash:
7.8% Corporate - Investment Grade:
18.7% Derivatives:
5.6% Municipal Bonds:
18.3% U.S. Government/Agency:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $308,153,112 | 12.1% |
| Public Funds | $473,689,907 | 18.6% |
| Cash | $198,644,155 | 7.8% |
| Corporate - Investment Grade | $476,236,627 | 18.7% |
| Derivatives | $142,616,316 | 5.6% |
| Municipal Bonds | $466,049,747 | 18.3% |
| U.S. Government/Agency | $481,330,067 | 18.9% |
| Total | $2,546,719,931 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA FOCUS FUSION | CATALYST PEAK | 56ZXIHC1I | ILVF | 4.11% | $18,279,820 |
| CATALYST PATHWAY VERTEX | PEAK FOUNDATION | 62ZCPIA1T | QZVD | 1.61% | $84,676,388 |
| BRIDGE WAVE | RADIAL FRONTIER | 1T1NZEUQN | AOJSZ | 3.60% | $12,945,311 |
| BRIDGE MOMENTUM | MOMENTUM GLACIER | A25A31L4C | XXU | 3.71% | $43,166,651 |
| QUANTUM LEGACY | PATHWAY CREST | WPTE7382J | RHBA | 5.87% | $93,003,735 |
| HARBOR WAVE | PATHWAY FOCUS | E9BQHV814 | XPZLI | 5.10% | $42,248,023 |
| ELEMENT SUMMIT MATRIX | VALUE HARBOR | CEO74MZJ8 | IZVG | 5.09% | $16,876,581 |
| OAK NORTH | CATALYST LEGACY | 35XD959SN | DKA | 0.62% | $47,046,882 |