# CEDAR MOUNTAIN ADVISORS, LLC

CEDAR MOUNTAIN ADVISORS, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 140339
- Type: SEC-registered investment adviser
- SEC file number: 801-68704
- Location: 5285 MEADOWS RD, SUITE 360, LAKE OSWEGO, OR, 97035
- Phone: 503-224-6868
- Latest filing: 2026-03-24
- Regulatory AUM: $1.2B
- Discretionary AUM: $891.9M
- Non-discretionary AUM: $305.9M
- Clients: 10
- Accounts: 2,433

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Dean | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER (+1 more) | Austin, TX |
| Bradley Dean Patrick | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Adam Lee Woods | MANAGING MEMBER | — |
| Gina Patrick | TRUSTEE | — |
| WOODS CLINTON LEE | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| PATRICK GINA | TRUSTEE | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140339/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140339/similar
- Related entities: https://search.stillhousedata.com/firm/140339/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140339

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.