Cedarstone Advisors is a large advisory firm based in Westlake Village. It manages $124.84 million of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Colorado.
Cedarstone Advisors provides financial planning services, portfolio management for individuals and small businesses, and consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cedarstone Advisors is $124.84 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cedarstone Advisors for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Steve Harlan Coker is individuals with 167 clients and $102.11 million of assets under management. Among the 8 most similar advisory firms, Cedarstone Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $102.11 million for 167 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cedarstone Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steve Harlan Coker has been acting as President since 1 Aug 2014. Matthew Glenn Davis joined the executive team most recently as the Vice President And Treasurer.
The principal office where Cedarstone Advisors performs its advisory services is located at 2945 Townsgate Road, Westlake Village, CA 91361, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (888) 571-5582. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at cedarstoneadvisors.com.