CEDARSTONE ADVISORS
CRD #172653 SEC #801-112625 THOUSAND OAKS, CA (888) 571-5582
SEC Registered
Total AUM
$171M
Discretionary
$171M
Employees
3
Clients
101
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $171M | $171M | $0 | 3 | 1 |
| Sep 2024 | $150.5M | $149.4M | $1.2M | 3 | 1 |
| Jul 2024 | $150.5M | $149.4M | $1.2M | 3 | 1 |
| Jul 2024 | $150.5M | $149.4M | $1.2M | 3 | 1 |
| Mar 2024 | $150.5M | $149.4M | $1.2M | 4 | 1 |
| Aug 2023 | $126.8M | $126M | $885K | 4 | 1 |
| Mar 2023 | $126.8M | $126M | $885K | 3 | 1 |
| Mar 2022 | $142.7M | $141.7M | $1M | 3 | 1 |
| Sep 2021 | $114.2M | $113.2M | $961.6K | 3 | 1 |
| Mar 2021 | $114.2M | $113.2M | $961.6K | 3 | 1 |
| May 2020 | $102M | $101.2M | $766.5K | 3 | 0 |
| Mar 2020 | $102M | $101.2M | $766.5K | 3 | 0 |
| Aug 2019 | $124.8M | $124.3M | $516.6K | 1 | 0 |
| Apr 2019 | $124.8M | $124.3M | $516.6K | 3 | 0 |
| Jan 2019 | $124.8M | $124.3M | $516.6K | 4 | 0 |
| Dec 2018 | $108.6M | $108.1M | $511.9K | 3 | 0 |
| Aug 2018 | $108.6M | $108.1M | $511.9K | 3 | 0 |
| Apr 2018 | $108.6M | $108.1M | $511.9K | 3 | 0 |
| Feb 2018 | $108.6M | $108.1M | $511.9K | 3 | 0 |
DateMar 2025
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees3
Clients1
DateSep 2024
Total AUM$150.5M
Discretionary$149.4M
Non-Disc.$1.2M
Employees3
Clients1
DateJul 2024
Total AUM$150.5M
Discretionary$149.4M
Non-Disc.$1.2M
Employees3
Clients1
DateJul 2024
Total AUM$150.5M
Discretionary$149.4M
Non-Disc.$1.2M
Employees3
Clients1
DateMar 2024
Total AUM$150.5M
Discretionary$149.4M
Non-Disc.$1.2M
Employees4
Clients1
DateAug 2023
Total AUM$126.8M
Discretionary$126M
Non-Disc.$885K
Employees4
Clients1
DateMar 2023
Total AUM$126.8M
Discretionary$126M
Non-Disc.$885K
Employees3
Clients1
DateMar 2022
Total AUM$142.7M
Discretionary$141.7M
Non-Disc.$1M
Employees3
Clients1
DateSep 2021
Total AUM$114.2M
Discretionary$113.2M
Non-Disc.$961.6K
Employees3
Clients1
DateMar 2021
Total AUM$114.2M
Discretionary$113.2M
Non-Disc.$961.6K
Employees3
Clients1
DateMay 2020
Total AUM$102M
Discretionary$101.2M
Non-Disc.$766.5K
Employees3
Clients0
DateMar 2020
Total AUM$102M
Discretionary$101.2M
Non-Disc.$766.5K
Employees3
Clients0
DateAug 2019
Total AUM$124.8M
Discretionary$124.3M
Non-Disc.$516.6K
Employees1
Clients0
DateApr 2019
Total AUM$124.8M
Discretionary$124.3M
Non-Disc.$516.6K
Employees3
Clients0
DateJan 2019
Total AUM$124.8M
Discretionary$124.3M
Non-Disc.$516.6K
Employees4
Clients0
DateDec 2018
Total AUM$108.6M
Discretionary$108.1M
Non-Disc.$511.9K
Employees3
Clients0
DateAug 2018
Total AUM$108.6M
Discretionary$108.1M
Non-Disc.$511.9K
Employees3
Clients0
DateApr 2018
Total AUM$108.6M
Discretionary$108.1M
Non-Disc.$511.9K
Employees3
Clients0
DateFeb 2018
Total AUM$108.6M
Discretionary$108.1M
Non-Disc.$511.9K
Employees3
Clients0