{"url":"https://nivawealth.com/firms/cedar-mountain-advisors-140339","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/140339","regulatoryAum":1197759928,"crd":"140339","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5700069","suffix":null,"lastName":"COFFEY","firstName":"NATHAN","middleName":null},{"crd":"2675638","suffix":null,"lastName":"NANCE","firstName":"DANIEL","middleName":"JAMES"},{"crd":"2201228","suffix":null,"lastName":"PATRICK","firstName":"BRADLEY","middleName":"DEAN"},{"crd":"2962167","suffix":null,"lastName":"ROGERS","firstName":"RICHARD","middleName":"RAYMOND"},{"crd":"2386385","suffix":null,"lastName":"SMITHPETER","firstName":"TODD","middleName":"VAN"},{"crd":"3070064","suffix":null,"lastName":"WOODS","firstName":"ADAM","middleName":"LEE"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-11","regulatoryAum":748887708,"clients":743,"employees":10,"offices":2},{"filedOn":"2022-07-14","regulatoryAum":863778428,"clients":746,"employees":10,"offices":3},{"filedOn":"2023-04-20","regulatoryAum":726914201,"clients":748,"employees":10,"offices":3},{"filedOn":"2024-07-12","regulatoryAum":870055587,"clients":784,"employees":10,"offices":3},{"filedOn":"2025-07-22","regulatoryAum":1064447606,"clients":877,"employees":10,"offices":3},{"filedOn":"2026-03-24","regulatoryAum":1197759928,"clients":890,"employees":10,"offices":3}],"secFileNumber":"801-68704","legalName":"Cedar Mountain Advisors, LLC","displayName":"Cedar Mountain Advisors","slug":"cedar-mountain-advisors-140339","website":"https://cmapdx.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/140339/273d48be6779973b-r1.webp","tone":"light","width":582,"height":200,"sourceUrl":"https://www.cmapdx.com/","sourceLabel":"Cedar Mountain Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Oregon limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5285 Meadows RD, Suite 360","city":"Lake Oswego","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97035"},"tradeNames":[],"registration":{"secApproved":"3 January 2008","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":980030.2620192308,"staff":{"employees":10,"advisory":6,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":1197759928,"discretionary":891876876,"discretionaryAccounts":2409,"nonDiscretionary":305883052,"nonDiscretionaryAccounts":24,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":593,"regulatoryAum":218967874},{"label":"High-net-worth individuals","clients":239,"regulatoryAum":596417304},{"label":"Pension and profit-sharing plans","clients":38,"regulatoryAum":376549068},{"label":"Charitable organizations","clients":13,"regulatoryAum":607804},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":5217878}],"feePrograms":[{"role":"main","program":"Investment Advisory Program (IAP)","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024635","versionId":1024635,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-24","documentName":"CEDAR MOUNTAIN ADVISORS - 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cedar Mountain Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cedar Mountain Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cedar Mountain Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cedar Mountain Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cedar Mountain Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cedar Mountain Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cedar Mountain Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cedar Mountain Advisors?","answer":"Cedar Mountain Advisors’ main office is at 5285 Meadows RD, Suite 360, Lake Oswego, OR 97035. Its phone number is 503-224-6868. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}