CEDAR MOUNTAIN ADVISORS, LLC
CRD #140339 SEC #801-68704 LAKE OSWEGO, OR 503-224-6868
SEC Registered
Total AUM
$1.1B
Discretionary
$759.7M
Employees
10
Clients
1
Accounts
2,612
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $759.7M | $304.7M | 10 | 0 |
| Sep 2025 | $1.1B | $759.7M | $304.7M | 10 | 0 |
| Jul 2025 | $1.1B | $759.7M | $304.7M | 10 | 0 |
| Apr 2025 | $1.1B | $759.7M | $304.7M | 10 | 0 |
| Mar 2025 | $1.1B | $759.7M | $304.7M | 10 | 0 |
| Jul 2024 | $870.1M | $618.2M | $251.8M | 10 | 0 |
| Jun 2024 | $870.1M | $618.2M | $251.8M | 10 | 0 |
| Mar 2024 | $870.1M | $618.2M | $251.8M | 10 | 0 |
| Nov 2023 | $726.9M | $521.6M | $205.4M | 10 | 0 |
| Aug 2023 | $726.9M | $521.6M | $205.4M | 10 | 0 |
| Apr 2023 | $726.9M | $521.6M | $205.4M | 10 | 0 |
| Feb 2023 | $726.9M | $521.6M | $205.4M | 10 | 0 |
| Nov 2022 | $863.8M | $604M | $259.8M | 10 | 0 |
| Jul 2022 | $863.8M | $604M | $259.8M | 10 | 0 |
| Mar 2022 | $863.8M | $604M | $259.8M | 10 | 0 |
| Nov 2021 | $748.9M | $526.7M | $222.2M | 10 | 0 |
| Mar 2021 | $748.9M | $526.7M | $222.2M | 10 | 0 |
| Nov 2020 | $637.5M | $442.9M | $194.6M | 11 | 0 |
| Jul 2020 | $637.5M | $442.9M | $194.6M | 11 | 0 |
| Jun 2020 | $637.5M | $442.9M | $194.6M | 11 | 0 |
| Mar 2020 | $637.5M | $442.9M | $194.6M | 11 | 0 |
| Dec 2019 | $500.5M | $351.4M | $149.1M | 7 | 0 |
| Nov 2019 | $500.5M | $351.4M | $149.1M | 7 | 0 |
| Nov 2019 | $500.5M | $351.4M | $149.1M | 7 | 0 |
| Apr 2019 | $500.5M | $351.4M | $149.1M | 7 | 0 |
| Mar 2019 | $500.5M | $351.4M | $149.1M | 7 | 0 |
| Mar 2018 | $504.6M | $342.7M | $161.9M | 7 | 1 |
| Mar 2017 | $442.2M | $303.7M | $138.4M | 7 | 900 |
| Mar 2016 | $409.2M | $286.7M | $122.5M | 7 | 1,000 |
| Jan 2016 | $411.8M | $288.2M | $123.5M | 7 | 800 |
| Mar 2015 | $411.8M | $288.2M | $123.5M | 7 | 800 |
| Oct 2014 | $364.9M | $238.7M | $126.3M | 7 | 800 |
| Sep 2014 | $364.9M | $238.7M | $126.3M | 7 | 800 |
| Mar 2014 | $364.9M | $238.7M | $126.3M | 7 | 800 |
| Aug 2013 | $269.7M | $160.7M | $109.1M | 7 | 1,200 |
| Apr 2013 | $269.7M | $160.7M | $109.1M | 7 | 1,200 |
| Mar 2013 | $269.7M | $160.7M | $109.1M | 7 | 1,200 |
| Jun 2012 | $250.7M | $157.5M | $93.1M | 1 | 1,200 |
| Mar 2012 | $250.7M | $157.5M | $93.1M | 1 | 1,200 |
| Mar 2012 | $250.7M | $157.5M | $93.1M | 1 | 1,200 |
| Dec 2011 | $126.6M | $126.6M | $0 | 1 | 101 |
| Mar 2011 | $126.6M | $126.6M | $0 | 5 | -- |
| Oct 2010 | $54.9M | $54.9M | $0 | 5 | -- |
| Aug 2010 | $54.9M | $54.9M | $0 | 5 | -- |
| Mar 2010 | $54.9M | $54.9M | $0 | 5 | -- |
| Mar 2009 | $35.3M | $35.3M | $0 | 5 | -- |
| Feb 2009 | $27.2M | $27.2M | $0 | 5 | -- |
| Mar 2008 | $27.2M | $27.2M | $0 | 5 | -- |
| Dec 2007 | $29.5M | $29.5M | $0 | 5 | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$759.7M
Non-Disc.$304.7M
Employees10
Clients0
DateSep 2025
Total AUM$1.1B
Discretionary$759.7M
Non-Disc.$304.7M
Employees10
Clients0
DateJul 2025
Total AUM$1.1B
Discretionary$759.7M
Non-Disc.$304.7M
Employees10
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$759.7M
Non-Disc.$304.7M
Employees10
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$759.7M
Non-Disc.$304.7M
Employees10
Clients0
DateJul 2024
Total AUM$870.1M
Discretionary$618.2M
Non-Disc.$251.8M
Employees10
Clients0
DateJun 2024
Total AUM$870.1M
Discretionary$618.2M
Non-Disc.$251.8M
Employees10
Clients0
DateMar 2024
Total AUM$870.1M
Discretionary$618.2M
Non-Disc.$251.8M
Employees10
Clients0
DateNov 2023
Total AUM$726.9M
Discretionary$521.6M
Non-Disc.$205.4M
Employees10
Clients0
DateAug 2023
Total AUM$726.9M
Discretionary$521.6M
Non-Disc.$205.4M
Employees10
Clients0
DateApr 2023
Total AUM$726.9M
Discretionary$521.6M
Non-Disc.$205.4M
Employees10
Clients0
DateFeb 2023
Total AUM$726.9M
Discretionary$521.6M
Non-Disc.$205.4M
Employees10
Clients0
DateNov 2022
Total AUM$863.8M
Discretionary$604M
Non-Disc.$259.8M
Employees10
Clients0
DateJul 2022
Total AUM$863.8M
Discretionary$604M
Non-Disc.$259.8M
Employees10
Clients0
DateMar 2022
Total AUM$863.8M
Discretionary$604M
Non-Disc.$259.8M
Employees10
Clients0
DateNov 2021
Total AUM$748.9M
Discretionary$526.7M
Non-Disc.$222.2M
Employees10
Clients0
DateMar 2021
Total AUM$748.9M
Discretionary$526.7M
Non-Disc.$222.2M
Employees10
Clients0
DateNov 2020
Total AUM$637.5M
Discretionary$442.9M
Non-Disc.$194.6M
Employees11
Clients0
DateJul 2020
Total AUM$637.5M
Discretionary$442.9M
Non-Disc.$194.6M
Employees11
Clients0
DateJun 2020
Total AUM$637.5M
Discretionary$442.9M
Non-Disc.$194.6M
Employees11
Clients0
DateMar 2020
Total AUM$637.5M
Discretionary$442.9M
Non-Disc.$194.6M
Employees11
Clients0
DateDec 2019
Total AUM$500.5M
Discretionary$351.4M
Non-Disc.$149.1M
Employees7
Clients0
DateNov 2019
Total AUM$500.5M
Discretionary$351.4M
Non-Disc.$149.1M
Employees7
Clients0
DateNov 2019
Total AUM$500.5M
Discretionary$351.4M
Non-Disc.$149.1M
Employees7
Clients0
DateApr 2019
Total AUM$500.5M
Discretionary$351.4M
Non-Disc.$149.1M
Employees7
Clients0
DateMar 2019
Total AUM$500.5M
Discretionary$351.4M
Non-Disc.$149.1M
Employees7
Clients0
DateMar 2018
Total AUM$504.6M
Discretionary$342.7M
Non-Disc.$161.9M
Employees7
Clients1
DateMar 2017
Total AUM$442.2M
Discretionary$303.7M
Non-Disc.$138.4M
Employees7
Clients900
DateMar 2016
Total AUM$409.2M
Discretionary$286.7M
Non-Disc.$122.5M
Employees7
Clients1,000
DateJan 2016
Total AUM$411.8M
Discretionary$288.2M
Non-Disc.$123.5M
Employees7
Clients800
DateMar 2015
Total AUM$411.8M
Discretionary$288.2M
Non-Disc.$123.5M
Employees7
Clients800
DateOct 2014
Total AUM$364.9M
Discretionary$238.7M
Non-Disc.$126.3M
Employees7
Clients800
DateSep 2014
Total AUM$364.9M
Discretionary$238.7M
Non-Disc.$126.3M
Employees7
Clients800
DateMar 2014
Total AUM$364.9M
Discretionary$238.7M
Non-Disc.$126.3M
Employees7
Clients800
DateAug 2013
Total AUM$269.7M
Discretionary$160.7M
Non-Disc.$109.1M
Employees7
Clients1,200
DateApr 2013
Total AUM$269.7M
Discretionary$160.7M
Non-Disc.$109.1M
Employees7
Clients1,200
DateMar 2013
Total AUM$269.7M
Discretionary$160.7M
Non-Disc.$109.1M
Employees7
Clients1,200
DateJun 2012
Total AUM$250.7M
Discretionary$157.5M
Non-Disc.$93.1M
Employees1
Clients1,200
DateMar 2012
Total AUM$250.7M
Discretionary$157.5M
Non-Disc.$93.1M
Employees1
Clients1,200
DateMar 2012
Total AUM$250.7M
Discretionary$157.5M
Non-Disc.$93.1M
Employees1
Clients1,200
DateDec 2011
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees5
Clients--