Cedar Point Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Cedar Point Capital Partners reports 300 clients. They include 190 individual clients, 104 high-net-worth individuals and 3 charitable organizations. Of its assets, 100.0% ($248M across 969 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 30% |
| High-net-worth individuals | 35% | 66% |
| Charitable organizations | 1% | 3% |
| 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) | 190 | $75.5M | 30.4% | $398K |
| High-net-worth individuals | 104 | $165M | 66.3% | $1.58M |
| Charitable organizations | Fewer than 5 | $7.67M | 3.1% | $2.56M |
| Corporations and other businesses | Fewer than 5 | $301K | 0.1% | $100K |
| Total | 300 | $248M | 100% | — |
- Clients
- 190
- Regulatory AUM
- $75.5M
- AUM share
- 30.4%
- Avg. per client
- $398K
- Clients
- 104
- Regulatory AUM
- $165M
- AUM share
- 66.3%
- Avg. per client
- $1.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.67M
- AUM share
- 3.1%
- Avg. per client
- $2.56M
- Clients
- Fewer than 5
- Regulatory AUM
- $301K
- AUM share
- 0.1%
- Avg. per client
- $100K
Total
- Clients
- 300
- Regulatory AUM
- $248M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cedar Point Capital Partners charges 0.25%–0.95% a year for its Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 0.95% |
| $500K–$1M | 0.85% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M and above | 0.25% |
Fee details and sources
Other fees
- Financial Planning & Consulting
- Hourly fees up to $500, flat fees up to $10,000 and subscription fees up to $10,000 a year, through December 31, 2026.
- Portfolio Monitoring
- Hourly fees up to $250, flat fees up to $25,000, or a percentage of assets up to 0.50%, through December 31, 2026.
- Retirement Plan Consulting
- Flat fees up to $25,000, or a percentage of plan assets up to 0.50%, set in a signed consulting agreement.
North Cedar LLC owns 25% to 50% of Cedar Point Capital Partners and is in turn owned by David Ernst (75% or more). The leadership team of Cedar Point Capital Partners includes Chief Compliance Officer Bridget Meier. It has 7 employees, 5 of them in advisory roles.
Leadership
Bridget MeierChief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Cedar Point Capital Partners, LLC
North Cedar LLC
Control person · since February 2022
- Owns 75% or more of North Cedar LLC
David Ernst
Control person · since February 2022
- Owns 25% to 50% of Cedar Point Capital Partners, LLC
East Cedar LLC
Control person · since February 2022
- Owns 75% or more of East Cedar LLC
Trent Von Ahsen
Control person · since February 2022
- Owns 10% to 25% of Cedar Point Capital Partners, LLC
West Cedar LLC
since February 2022
- Owns 75% or more of West Cedar LLC
Bridget Meier
Control person · since February 2022
Cedar Point Capital Partners’ regulatory assets grew 1.8× from $136M (May 2022) to $248M (March 2026); clients fell from 384 to 300 and employees rose from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $248M | 300 | 7 | 1 |
| March 2025 | $201M | 437 | 6 | 1 |
| June 2024 | $175M | 452 | 5 | 1 |
| March 2023 | $140M | 413 | 3 | 1 |
| May 2022 | $136M | 384 | 3 | 1 |
Besides its headquarters, Cedar Point Capital Partners has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 329 12th Ave Se, Suite 106, Cedar RapidsHQ
Contact and registration details
- Legal name
- Cedar Point Capital Partners, LLC
- Headquarters
- 329 12th Ave Se, Suite 106, Cedar Rapids, IA 52401
- Website
- cedarpointcap.com
- Phone
- 800-501-6403
- @cedar-point-capital-partners
- SEC file
- 801-123161
- Founded
- 2021
- Structure
- Iowa LLC
- Fiscal year end
- December
Cedar Point Capital Partners uses Charles Schwab ($203M) as custodian for its separately managed accounts. Cedar Point Capital Partners has custody of $91.8M in client assets for 260 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $203M100%
At year end, Cedar Point Capital Partners’ separately managed accounts were mostly in stocks (66%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $174M across 77 positions; the largest are Schwab Strategic TR (7.6%), Vanguard World FD (7.5%) and Dimensional ETF Trust (7.1%).
What the accounts hold
- Stocks66%
- Funds28%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other1%
- Derivatives1%
Reported 13F holdings
- $174M
- Reported 13F value
- 77
- Positions
- 57.0%
- In the 10 largest
- +12.9%
- Value vs. prior quarter
- Schwab Strategic TR · Fundamental US L7.6%
- Vanguard World FD · Mega Grwth Ind7.5%
- Dimensional ETF Trust · US Equi Mark ETF7.1%
- Vanguard Index Fds · Mid Cap ETF7.1%
- J P Morgan Exchange Traded F · Core Plus BD ETF5.8%
- Dimensional ETF Trust · US Small Cap ETF5.7%
- Dimensional ETF Trust · Internatnal Val5.1%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF4.4%
- Select Sector SPDR TR · ST Str Real ETF3.6%
- Fidelity Comwlth TR · Nasdaq Compsit3.1%
Together, the ten largest are 57.0% of reported value.
How many clients does Cedar Point Capital Partners have?
Cedar Point Capital Partners has 300 clients and manages $248 million for them, as of March 2026. They include 190 individual clients, 104 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Cedar Point Capital Partners offer?
Cedar Point Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cedar Point Capital Partners charge?
Cedar Point Capital Partners charges 0.25%–0.95% a year for its Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 7 October 2026
Which custodians does Cedar Point Capital Partners use?
Cedar Point Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $203M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Cedar Point Capital Partners have?
Cedar Point Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Point Capital Partners invest in?
At the end of its last fiscal year, Cedar Point Capital Partners’ separately managed accounts held 66% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Cedar Point Capital Partners have a minimum investment?
Yes, Cedar Point Capital Partners’ minimum account size for its Comprehensive Wealth Management is $500K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 7 October 2026
Who owns Cedar Point Capital Partners?
Cedar Point Capital Partners is owned through holding companies by Trent Von Ahsen, David Ernst and Bridget Meier. Its direct owners are North Cedar LLC, West Cedar LLC and East Cedar LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Cedar Point Capital Partners get paid?
Cedar Point Capital Partners 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 Point Capital Partners?
Cedar Point Capital Partners’ main office is at 329 12th Ave Se, Suite 106, Cedar Rapids, IA 52401. Its phone number is 800-501-6403. Its website is cedarpointcap.com.