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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MatrixSummit +more
- Established Date
- 10-20-2014
- Office Locations
- 1
Office Locations
About Cedarstone Advisors
Cedarstone Advisors is a Thousand Oaks, CA RIA delivering customized financial planning and portfolio management for families, executives, young professionals, and select corporations and nonprofits. The team emphasizes tax efficiency, asset allocation and ETF/public-fund implementation, plus business services like cash management, 401(k) and pension planning. Known for investor education—hundreds of articles and books, including a retirement guide for Southern California Edison employees—and custody at Schwab.
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Owner & Executives
STEVE HARLAN COKER
Chief Compliance Officer, President
- CRD
- #5326715
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Carole Lee Meitler
Investment Advisor
- CRD
- #7274813
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,427,826 | $1,007,248 |
| Non-Discretionary | $0 | -- |
| Total | $198,427,826 | $1,007,248 |
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Separately Managed Accounts
Total SMA Asset: $198,427,826
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $638,131,436 | 14.6% |
| Public Funds | $957,197,154 | 21.9% |
| Cash | $992,163,260 | 22.7% |
| Equity - OTC | $926,601,811 | 21.2% |
| U.S. Government/Agency | $856,669,598 | 19.6% |
| Total | $4,370,763,259 | 100.0% |