$45.3M Total AUM
$37.3M Disc. AUM
-- 3Y CAGR
0 Employees
32 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit horizon
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
875 OLD Roswell RD Suite G100 Roswell GA
About Cedar Valley Capital LLC
Cedar Valley Capital is an Atlanta-area registered investment adviser serving high-net-worth clients nationwide. The firm provides personalized portfolio management and a full suite of planning that considers clients’ full financial lives, including wealth strategy for families. Portfolios are primarily built with public funds and ETFs, and custody includes Charles Schwab.
Team overview
33 AVG AGE
-- AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
6yrs Firm Age
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Asset Classes
Insight vector Pioneer vertex Pioneer bridge
Client Personas
Harbor summit Timber matrix
Custodian
Capital
Investment Themes
Legacy Prime Peak
Investment Vehicles
Unison summit
Services
Peak eagle Momentum Momentum signal Radial Eagle Summit
Technology
Horizon pioneer
Owner & Executives
W
WALTER ROBERT HAMMOND H
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #6096361
- Ownership
- 75% or more
(684) 741-1096
horizon.quantum@vitalcapital.com
in linkedin.com/in/catalyst-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,319,271 | -- |
| Non-Discretionary | $7,972,055 | -- |
| Total | $45,291,326 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,291,326
Public Funds:
29.0% Equity - Exchange:
41.8% Cash:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $847,983,380 | 29.0% |
| Equity - Exchange | $1,222,265,699 | 41.8% |
| Cash | $853,831,540 | 29.2% |
| Total | $2,924,080,619 | 100.0% |