Cedar Mountain Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $892M
- Clients
- 890
- Avg AUM / client
- $1.3M
- Accounts
- 2,433
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 593 | $219M | 18.3% |
| High net worth individuals | 239 | $596M | 49.8% |
| Pension and profit sharing plans | 38 | $377M | 31.4% |
| Charitable organizations | 13 | $608K | 0.05% |
| Corporations and other businesses | 7 | $5.2M | 0.44% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Act On Software, Inc. 401(k) Plan Act On Software, Inc. | 2024 | |
| Northern California Institute For Research And Education 403(b) Plan Northern California Institute For Research And Education | 2024 | |
| Northern California Institute For Research And Education Defined Northern California Institute For Research And Education | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Lee Woods | Managing Member | Jul 2006 (20y) | 50% – 75% | |
| Bradley Dean Patrick | Chief Compliance Officer | Chartered Financial Consultant | Aug 2006 (20y) | ≈ 25% – 56.25% via Brad And Gina Patrick Revocable Trust, Dated October 11, 2018 |
| Daniel James Nance | Registered representative | CFP | Apr 2008 (18y) | |
| Nathan Coffey | Registered representative | CFP | Feb 2013 (13y) | |
| Richard Raymond Rogers | Registered representative | CFP | Feb 2013 (13y) | |
| Todd Van Smithpeter | Registered representative | Jun 2016 (10y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brad And Gina Patrick Revocable Trust, Dated October 11, 2018 | Managing Member | Oct 2018 | A | 50% – 75% |
| Patrick, Gina | Trustee | Oct 2018 | B | ≈ 25% – 56.25% via Brad And Gina Patrick Revocable Trust, Dated October 11, 2018 |
Estimated effective ownership (look-through of filed bands):
- Bradley Dean Patrick: 50% – 75% of Brad And Gina Patrick Revocable Trust, Dated October 11, 2018 × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Patrick, Gina: 50% – 75% of Brad And Gina Patrick Revocable Trust, Dated October 11, 2018 × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Act On Software, Inc. 401(k) Plan | Act On Software, Inc. | 98 | $14.0M | 01/01/2024 |
| Northern California Institute For Research And Education 403(b) Plan | Northern California Institute For Research And Education | 254 | $32.8M | 01/01/2024 |
| Northern California Institute For Research And Education Defined | Northern California Institute For Research And Education | 148 | $23.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $740M (62% of AUM) Mar 2026
- SEI Private Trust $84.1M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗