Cedar Mountain Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Cedar Mountain Advisors reports 890 clients. They include 593 individual clients, 239 high-net-worth individuals, and 38 pension and profit-sharing plans. Of its assets, 74.5% ($892M across 2,409 accounts) are managed with discretion; $306M across 24 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 18% |
| High-net-worth individuals | 27% | 50% |
| Pension and profit-sharing plans | 4% | 31% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 593 | $219M | 18.3% | $369K |
| High-net-worth individuals | 239 | $596M | 49.8% | $2.5M |
| Pension and profit-sharing plans | 38 | $377M | 31.4% | $9.91M |
| Charitable organizations | 13 | $608K | 0.1% | $46.8K |
| Corporations and other businesses | 7 | $5.22M | 0.4% | $745K |
| Total | 890 | $1.2B | 100% | $1.35M |
- Clients
- 593
- Regulatory AUM
- $219M
- AUM share
- 18.3%
- Avg. per client
- $369K
- Clients
- 239
- Regulatory AUM
- $596M
- AUM share
- 49.8%
- Avg. per client
- $2.5M
- Clients
- 38
- Regulatory AUM
- $377M
- AUM share
- 31.4%
- Avg. per client
- $9.91M
- Clients
- 13
- Regulatory AUM
- $608K
- AUM share
- 0.1%
- Avg. per client
- $46.8K
- Clients
- 7
- Regulatory AUM
- $5.22M
- AUM share
- 0.4%
- Avg. per client
- $745K
Total
- Clients
- 890
- Regulatory AUM
- $1.2B
- AUM share
- 100%
- Avg. per client
- $1.35M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cedar Mountain Advisors charges 1.15%–1.75% a year for its Investment Advisory Program (IAP). The fee is billed in advance or in arrears, is negotiable and has a $500 annual minimum. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Consultation Services
- Consultation services are charged at $300 per hour.
- Financial Planning Services
- Financial plans are billed on a fixed fee basis, generally from a minimum of $500, with fees computed at $300 an hour.
- Law Firm Consultation Services
- Consultation with a law firm on the client's behalf is charged at $300 per hour.
- Qualified Plan Consultation Services
- Qualified plan consultation services are charged at $300 per hour.
Adam Woods owns 50% to 75% of Cedar Mountain Advisors. The leadership team of Cedar Mountain Advisors includes Chief Compliance Officer Bradley Patrick. It has 10 employees, 6 of them in advisory roles.
Leadership
- Bradley PatrickChief Compliance Officer
- Adam WoodsManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Nathan Coffey
- Daniel James Nance
- Bradley Dean Patrick
- Richard Raymond Rogers
- Todd Van Smithpeter
- Adam Lee Woods
Staff
- 10 employees
- 6 in advisory functions
- 6 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Cedar Mountain Advisors, LLC
Adam Woods
Control person · since July 2006
- Owns 50% to 75% of Cedar Mountain Advisors, LLC
Brad and Gina Patrick Revocable Trust, Dated October 11, 2018
Control person · since October 2018
- Owns 50% to 75% of Brad and Gina Patrick Revocable Trust, Dated October 11, 2018
Bradley Patrick
Control person · since October 2018
- Owns 50% to 75% of Brad and Gina Patrick Revocable Trust, Dated October 11, 2018
Gina Patrick
Control person · since October 2018
- Owns 50% to 75% of Cedar Mountain Advisors, LLC
Brad and Gina Patrick Revocable
Control person · since October 2018
Cedar Mountain Advisors’ regulatory assets grew 1.6× from $749M (March 2021) to $1.2B (March 2026); clients rose from 743 to 890 and employees were 10 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.2B | 890 | 10 | 3 |
| July 2025 | $1.06B | 877 | 10 | 3 |
| July 2024 | $870M | 784 | 10 | 3 |
| April 2023 | $727M | 748 | 10 | 3 |
| July 2022 | $864M | 746 | 10 | 3 |
| March 2021 | $749M | 743 | 10 | 2 |
Besides its headquarters, Cedar Mountain Advisors has 2 offices, with 3 listed addresses in Oregon.
Oregon · 3 listed addresses
- 5285 Meadows RD, Suite 360, Lake OswegoHQ
- 7175 SW Beveland Street, Tigard
- 1750 S Harbor Way, Portland
Contact and registration details
- Legal name
- Cedar Mountain Advisors, LLC
- Headquarters
- 5285 Meadows RD, Suite 360, Lake Oswego, OR 97035
- Website
- cmapdx.com
- Phone
- 503-224-6868
- SEC file
- 801-68704
- Structure
- Oregon LLC
- Fiscal year end
- December
Cedar Mountain Advisors uses Charles Schwab ($740M, 90%) and SEI Private Trust ($84.1M, 10%) as custodians for its separately managed accounts. Cedar Mountain Advisors has custody of $224M in client assets for 285 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $740M90%
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $84.1M10%
At year end, Cedar Mountain Advisors’ separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $581M across 1,175 positions; the largest are iShares Russell 1000 Value ETF (16.5%), iShares Russell 1000 Growth ETF (16.5%) and iShares Russell Mid-cap Value ETF (7.2%).
What the accounts hold
- Stocks6%
- Funds89%
- Cash4%
- Other1%
- Variable annuities, us gov/agency bonds, and muni bonds1%
Reported 13F holdings
- $581M
- Reported 13F value
- 1,175
- Positions
- 69.7%
- In the 10 largest
- +13.6%
- Value vs. prior quarter
- iShares Russell 1000 Value ETFETF16.5%
- iShares Russell 1000 Growth ETFETF16.5%
- iShares Russell Mid-cap Value ETFETF7.2%
- iShares Russell Mid-cap Growth ETFETF7.0%
- iShares Core S&P Small Cap ETFETF5.7%
- Invesco Qqq Trust Series IETF5.1%
- Vanguard Financials ETFETF3.3%
- State Street SPDR Portfolio Short Term Corporate Bond ETFETF3.3%
- Vanguard Health Care ETFETF2.7%
- Schwab US Aggregate Bond ETFETF2.6%
Together, the ten largest are 69.7% of reported value.
How many clients does Cedar Mountain Advisors have?
Cedar Mountain Advisors has 890 clients and manages $1.2 billion for them, as of March 2026. They include 593 individual clients, 239 high-net-worth individuals, and 38 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Cedar Mountain Advisors offer?
Cedar Mountain Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cedar Mountain Advisors charge?
Cedar Mountain Advisors charges 1.15%–1.75% a year for its Investment Advisory Program (IAP). The fee is billed in advance or in arrears, is negotiable and has a $500 annual minimum.
Source: CEDAR MOUNTAIN ADVISORS - ADV PART 2A (CRD# 140339), filed 24 March 2026
Which custodians does Cedar Mountain Advisors use?
Cedar Mountain Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $740M and SEI Private Trust Company (Oaks, PA), with $84.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Cedar Mountain Advisors have?
Cedar Mountain Advisors has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cedar Mountain Advisors invest in?
At the end of its last fiscal year, Cedar Mountain Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 4% cash and equivalents and 1% other. The 1% other category is described as: Variable Annuities, US Gov/Agency Bonds, and Muni Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cedar Mountain Advisors?
Cedar Mountain Advisors is owned through a trust by Bradley and Gina Patrick. Its direct owners are Adam Woods (50% to 75%), Brad and Gina Patrick Revocable Trust, Dated October 11, 2018 (50% to 75%), and Brad and Gina Patrick Revocable (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Cedar Mountain Advisors get paid?
Cedar Mountain Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cedar Mountain Advisors?
Cedar Mountain Advisors’ main office is at 5285 Meadows RD, Suite 360, Lake Oswego, OR 97035. Its phone number is 503-224-6868. Its website is cmapdx.com.