CEDAR ROCK INVESTMENT ADVISORS

CEDAR ROCK INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 143327). Regulatory assets under management: $14.8M.

Registration

• CRD: 143327
• Type: Registered investment adviser
• Phone: 781-859-8066
• Latest filing: 2026-03-13
• Regulatory AUM: $14.8M
• Discretionary AUM: $11.8M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 14

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143327 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search