CEDARSTONE ADVISORS

CEDARSTONE ADVISORS of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 172653). Regulatory assets under management: $198.4M.

Registration

• CRD: 172653
• SEC file number: 801-112625
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172653 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search