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Cedar Point Capital
Cedar Point Capital is a fee-only RIA run by David Ernst, Trent Von Ahsen, and Bridget Meier, serving the Iowa City-Cedar Rapids Corridor.
Cedar Point Capital
Cedar Point Capital was founded by partners David Ernst, Trent Von Ahsen, and Bridget Meier, operating from offices in St. Louis Park, Minnesota; Boston, Massachusetts; and Charlevoix, Michigan. The firm focuses on comprehensive portfolio management and fee-only financial planning, serving both individuals and institutional clients such as foundations and endowments. The firm invests across asset classes including equities, fixed income, and alternative investments, though specific fund structures or direct deal participation are not disclosed on its website. Cedar Point Capital describes its approach as evidence-based and tech-forward, emphasizing fiduciary-grade consulting for retirement plans and endowments. The firm lists no named portfolio companies or co-investors. The team includes eight professionals, with David Ernst, Trent Von Ahsen, and Bridget Meier as partners; Nicholas Timm and Aaron Epstein as directors; and Khloe Burkum and Blake Chance as associates. Recent insights on the firm's website cover planning for gas price impacts and Medicare enrollment (per the firm). Cedar Point Capital differentiates itself through fee-only, fiduciary-only service and a CEFEX certification—the first Corridor-based firm to achieve that designation. Its structure as a multi-family office RIA combines financial planning, tax, and estate services in an ensemble model rather than a pure investment house.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
St. Louis Park
Corporate office
St. Louis Park, MN, United States
Additional offices
Boston, MA, United States · Charlevoix, MI, United States
Principals
David Ernst
Partner
Trent Von Ahsen
Partner
Bridget Meier
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Cedar Point Capital?
David Ernst, Trent Von Ahsen, and Bridget Meier are listed as partners on the firm's website, with Nicholas Timm and Aaron Epstein serving as directors. The website does not specify a single CIO.
How does Cedar Point Capital source proprietary deal flow?
The firm does not disclose proprietary deal sourcing. It describes offering 'evidence-based' and 'tech-forward' portfolio management within a fiduciary framework.
Is Cedar Point Capital structured as a single family office or does it operate more like a venture firm?
Cedar Point Capital is structured as a multi-family office RIA. It serves individual clients and institutional clients such as foundations and endowments, not as a venture firm.
Does Cedar Point Capital participate in fund commitments or only direct deals?
The firm's website does not mention fund commitments or direct deals. Its services center on fee-only financial planning and portfolio management.
What investment stages does Cedar Point Capital typically target?
The firm does not specify target investment stages. Its focus is on comprehensive portfolio management and financial planning rather than stage-specific equity investment.
Which sectors does Cedar Point Capital explicitly avoid?
The firm does not disclose any explicit sector avoidance on its website.
Does Cedar Point Capital maintain philanthropic structures?
Cedar Point Capital offers foundation and endowment management services for clients, but does not appear to operate its own philanthropic structure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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