# Cedarstone Advisors

Cedarstone Advisors is a RIA based in Thousand Oaks, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Thousand Oaks, United States
- **Region:** North America
- **Address:** Thousand Oaks, California, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** cedarstoneadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/cedarstone-advisors

## Regulatory record

- **CRD number:** 172653
- **SEC file number:** 801-112625
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172653

## About

Cedarstone Advisors was established in 2014. It operates as a registered investment advisor serving individuals, trusts, and business entities. The firm delivers investment advisory services that include retirement planning and portfolio management. No specific asset classes, portfolio companies, or geographic deployments beyond its California headquarters are disclosed in available sources. No information on team size, additional offices, or operational events from the last 24 months appears in the record. Adjacent vehicles or philanthropic structures are not identified. Governance details and succession arrangements remain undisclosed.

## Sectors

- Investment Advisory

## Questions

### Who runs investment decisions at Cedarstone Advisors?

No named principals or investment decision makers are disclosed in available sources.

### What services does Cedarstone Advisors provide?

The firm provides investment advisory services including retirement planning and portfolio management to individuals, trusts, and business entities.

## Related profiles

- [Cedars-Sinai Health System Defined Benefit Retirement Plan](https://altss.com/profile/cedars-sinai-health-system-defined-benefit-retirement-plan)
- [Cedar Street Ventures](https://altss.com/profile/cedar-street-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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