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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COKER, STEVE, HARLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | VICE PRESIDENT AND TREASURER | C | Control |
| DAVIS, MATTHEW, GLENN | I | VICE PRESIDENT AND TREASURER | C | Control |
| DAVIS, MATTHEW, GLENN | I | VICE PRESIDENT AND TREASURER | C | Control |
| DAVIS, MATTHEW, GLENN | I | VICE PRESIDENT AND TREASURER | C | Control |
| DAVIS, MATTHEW, GLENN | I | VICE PRESIDENT AND TREASURER | C | Control |
| DAVIS, MATTHEW, GLENN | I | VICE PRESIDENT AND TREASURER | C | Control |
| DAVIS, MATTHEW, GLENN | I | VICE PRESIDENT AND TREASURER | C | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
3125 OLD CONEJO ROADUNIT 7
THOUSAND OAKS, CA 91320
United States
Phone: (888) 571-5582