Blue Cedar Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Cedar Advisors LLC provides ongoing portfolio management and integrated financial planning services primarily to high‑net‑worth individuals. The firm prepares an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management, with financial planning included as part of its portfolio services rather than as a separately billed product.
BCAL uses a mix of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and pursues a long‑term trading strategy while occasionally utilizing third‑party investment advisers. It generally charges asset‑based fees and seeks authorization to withdraw fees from client custodial accounts, and it documents client risk tolerances and any client‑imposed investment restrictions in each client’s Investment Policy Statement.
Distinctive aspects disclosed in the brochure include an affiliation between a firm principal and a law practice that provides estate planning and elder‑law services (clients are not required to use those legal services), the firm’s disclosure that it may receive research or services from custodians or broker‑dealers, and the firm’s reporting of no assets under management as of December 31, 2025. The firm also requires clients to use a specific custodian to execute transactions, a practice that differs from many peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $8,000,000: 0.60% $8,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Main office
2323 Naperville Rd, Ste 210
Naperville IL 60563
Advisors at this office
2
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeffrey K
Series 65
Naperville, IL
Blue Cedar Advisors LLC
Jeffrey Kabbe is a financial advisor at Blue Cedar Advisors LLC with five years of industry experience. He holds a Series 65 designation and is also the managing partner of Kabbe Law Group, LLC, a law firm specializing in estate planning and elder law. Blue Cedar Advisors LLC provides portfolio management and integrated financial planning services primarily to high-net-worth individuals, utilizing a variety of analytical methods and a long-term trading orientation to guide discretionary investment decisions.
Natalia K
Series 65
Naperville, IL
Blue Cedar Advisors LLC
Natalia Kabbe is a financial advisor at Blue Cedar Advisors LLC with two years of industry experience. She holds a Series 65 designation and has been with Blue Cedar Advisors since 2021. In addition to her work in financial advising, she is a managing partner at Kabbe Law Group LLC, a law practice specializing in estate planning and elder law. Blue Cedar Advisors provides portfolio management and integrated financial planning services primarily to high-net-worth individuals. The firm uses a combination of analytical methods and maintains a long-term trading orientation, preparing individualized Investment Policy Statements and conducting ongoing monitoring, asset allocation, and security selection.
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