Cedar Point Capital Partners, Llc
- Regulatory AUM
- $248M
- Discretionary
- $248M
- Clients
- 300
- Avg AUM / client
- $827K
- Accounts
- 969
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 190 | $75.5M | 30.4% |
| High net worth individuals | 104 | $165M | 66.3% |
| Charitable organizations | 3 | $7.7M | 3.09% |
| Corporations and other businesses | 3 | $301K | 0.12% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bridget Celia Davis Meier | President | Feb 2022 (5y) | ≈ 7.5% – 25% via West Cedar Llc | |
| David Brian Ernst | President | Feb 2022 (5y) | ≈ 18.75% – 50% via North Cedar Llc | |
| Trent Lee Von Ahsen | President | CFP | Feb 2022 (5y) | ≈ 18.75% – 50% via East Cedar Llc |
| Nicholas James Timm | Registered representative | CFP Chartered Financial Consultant | Nov 2023 (3y) | |
| Aaron Clark Epstein | Registered representative | Dec 2024 (2y) | ||
| Blake Mitchell Chance | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| North Cedar Llc | Owner | Feb 2022 | A | 25% – 50% |
| East Cedar Llc | Owner | Feb 2022 | A | 25% – 50% |
| West Cedar Llc | Owner | Feb 2022 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bridget Celia Davis Meier: 75% – 100% of West Cedar Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- David Brian Ernst: 75% – 100% of North Cedar Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Trent Lee Von Ahsen: 75% – 100% of East Cedar Llc × 25% – 50% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 914 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
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $203M (82% of AUM) Mar 2026
- Tiaa Cref Individual & Institutional Services, Llc $20.1M (10% of AUM) Nov 2025
- Fidelity Brokerage Services $4.7M (2% of AUM) Nov 2025
- Fidelity Distributors Company Llc $559K (0% of AUM) Aug 2022
- Nationwide Securities, Llc $319K (0% of AUM) Aug 2022
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 02, 2026.
View current Form ADV (SEC/IAPD) ↗