CEDAR VALLEY CAPITAL LLC

CEDAR VALLEY CAPITAL LLC of ROSWELL, GA is an SEC-registered investment adviser (CRD 306303). Regulatory assets under management: $45.3M.

Registration

• CRD: 306303
• Type: Registered investment adviser
• Location: 875 OLD ROSWELL RD SUITE G100, ROSWELL, GA, 30076
• Phone: 404-905-5204
• Latest filing: 2025-04-17
• Regulatory AUM: $45.3M
• Discretionary AUM: $37.3M
• Non-discretionary AUM: $8.0M
• Accounts: 32

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306303 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search