$22.9M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexRidge +more
- Established Date
- 06-08-2022
- Office Locations
- 1
Office Locations
608 State ST Suite 100 L Kirkland WA
About Five Cedars
Five Cedars is a Kirkland, WA RIA focused on helping engineers and their families retire and align wealth with their values. The firm provides holistic financial planning (tax, estate, insurance, charitable giving) alongside risk-managed asset allocation and portfolio construction, with an ETF-heavy implementation and Schwab custody.
Team overview
50 AVG AGE
$22.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Premium access reveals conviction themes in horizon harbor frontier.
Open the full profile to inspect shifts in quantum horizon.
Upgrade to reveal position-level detail across unison peak.
Unlock to compare peer behavior around vertex ember.
Unlock to compare peer behavior around meridian optima.
Unlock to compare peer behavior around foundation bridge.
Premium access reveals conviction themes in radial signal insight.
Full visibility includes strategy notes for oak vector.
Asset Classes
Crest oak
Custodian
Meridian Bridge vector
Investment Themes
Pathway harbor Catalyst wave
Investment Vehicles
Eagle timber
Platform
Pioneer
Services
Oak Oak prime Oak Eagle Beacon Harbor Timber element Eagle eagle Pathway
Technology
Optima foundation Summit unison Signal fusion Ridge alpha
Owner & Executives
BRIAN DOUGLAS GAWTHROP
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4514776
- Ownership
- 75% or more
(872) 426-8518
vital.horizon@deltacapital.com
in linkedin.com/in/horizon-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,934,610 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,934,610 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $22,934,610
Equity - Exchange:
5.6% Other:
23.5% Cash:
16.2% U.S. Government/Agency:
22.5% Corporate - Investment Grade:
21.9% Equity - OTC:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $369,042,316 | 5.6% |
| Other | $1,548,659,718 | 23.5% |
| Cash | $1,067,586,699 | 16.2% |
| U.S. Government/Agency | $1,482,759,305 | 22.5% |
| Corporate - Investment Grade | $1,443,219,057 | 21.9% |
| Equity - OTC | $678,774,259 | 10.3% |
| Total | $6,590,041,354 | 100.0% |