# CEDARSTONE ADVISORS

CEDARSTONE ADVISORS of THOUSAND OAKS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172653
- Type: SEC-registered investment adviser
- SEC file number: 801-112625
- Location: 3125 OLD CONEJO ROAD, UNIT 7, THOUSAND OAKS, CA, 91320
- Phone: (888) 571-5582
- Latest filing: 2026-03-11
- Regulatory AUM: $198.4M
- Discretionary AUM: $198.4M
- Clients: 3
- Accounts: 197

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Steve Harlan Coker | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DAVIS SCOTT GLENN | VICE PRESIDENT AND TREASURER | — |
| COKER STEVE HARLAN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172653/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172653/similar
- Related entities: https://search.stillhousedata.com/firm/172653/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172653

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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.