Steve Coker has been President/Chief Compliance Officer of Cedarstone Advisors since August 2014, is a control person of the firm and directly owns 75% or more of it. Steve Coker holds a BS Accounting from Pepperdine University and an MBA from Anderson Graduate School of Management, UCLA.
Cedarstone Advisors is a Thousand Oaks, CA firm with $198M under management, 191 clients and 3 advisers in one office, as of its March 2026 filing.
Steve Coker is President of Cedarstone Advisors. He founded the firm in 2014 after more than two decades in the finance and accounting industry. He began his career as a Certified Public Accountant with Deloitte in Los Angeles, became Trust Officer for Pepperdine University in 2005, and joined Manchester Financial as an investment advisor in 2007.
Steve Coker’s longest registration was 11 years at Cedarstone Advisors (2014–2026).
- Savant Wealth ManagementAlso current– present · under a yearThousand Oaks, CA · Adviser representative · Firm CRD 107271
- Manchester Financial Inc– · 7 yearsWestlake Village, CA · Adviser representative · Firm CRD 106071
Professional designations
Listed by Cedarstone Advisors
- Certified Financial Planner (CFP)
Investment adviser representative registrations
Steve Coker is registered as an investment adviser representative in 2 states. Each was approved in October 2026.
- CaliforniaSince 8 October 2026
- TexasSince 8 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 August 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steve Harlan Coker
- CRD
- 5326715
- Firm
- Cedarstone Advisors · CRD 172653
- Role
- President/Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarstoneadvisors.com
Where does Steve Coker work?
Steve Coker has been President/Chief Compliance Officer of Cedarstone Advisors since August 2014, and is a control person of the firm.
Is Steve Coker a financial advisor?
Yes. Steve Coker has a current investment-adviser registration in California and Texas.
How many years of experience does Steve Coker have?
Steve Coker has 19 years in the financial industry, since August 2007, across 3 adviser firms.
What exams has Steve Coker passed?
Steve Coker passed the Series 65 in August 2007.
Where was Steve Coker previously registered as an investment adviser?
Steve Coker has past investment-adviser registrations through Cedarstone Advisors, October 2014 to October 2026; Manchester Financial Inc, August 2007 to October 2014, across 3 firms.
Is Steve Coker registered with FINRA?
No. Steve Coker has no current broker registration.
Is Steve Coker a CFP?
Cedarstone Advisors lists Steve Coker with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Steve Coker’s record?
Search CRD 5326715 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steve Coker’s full registration record.