CEDAR MOUNTAIN ADVISORS, LLC

CRD

140339

SEC file #

801-68704

EIN

364586957

DBA names

—

Economics

AUM

$1.20B

AUM band

$1B+

AUM trajectory

'20 · $500.5M

'21 · $637.5M

'22 · $748.9M

'23 · $863.8M

'25 · $1.06B

'26 · $1.20B

'20'26

$500.5M → $1.20B▲ +139%

sec adv history

Client mix

Individuals Other	593
Individuals High Net Worth	239
Pension Profit Sharing Plans	38
Charitable Organizations	13
Corporations	7

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 6 advisors

'22 · 6 advisors

'23 · 6 advisors

'25 · 6 advisors

'26 · 6 advisors

'20'26

7 advisors → 6 advisors▼ -14%

sec adv history

Primary office

LAKE OSWEGO OR

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/24/2026

ADV-W filed at

—

Website

cmapdx.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BRAD AND GINA PATRICK REVOCABLE

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

BRAD AND GINA PATRICK REVOCABLE

WOODS, ADAM, LEE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CMAPDX.COM

Rdap Domain Creation Date

2006-05-15T19:54:39Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

70,372

Form 5500 Compensation Trajectory 3y

2025

70,372

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

70,372

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001798986

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-01-30

Edgar Last Filing Date

2026-04-30

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-30

Accession0001798986-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

5285 MEADOWS ROAD SUITE 360LAKE OSWEGO, OR 97035

Business

5285 MEADOWS ROAD SUITE 360LAKE OSWEGO, OR 97035

Edgar EIN

364586957

Edgar Recent Filings

13F-HR2026-04-30 · 0001798986-26-000002

13F-HR2026-02-11 · 0001798986-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-05-15T19:54:39Z

Rdap Domain Last Changed

2020-03-16T21:33:02Z

Rdap Nameservers

Ns1.hover.comNs2.hover.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate