Cedar Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,101,440
Clients
105
Advisors
2
of 2 employees
About
Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and charitable organizations, and also accepts corporations and other business clients. Services include continuous account supervision across ETFs, mutual funds, individual securities and bonds, along with written comprehensive financial plans.
The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches, while also employing individual securities, options, and alternative instruments when consistent with client objectives. Accounts are reviewed periodically and managed with attention to clients’ stated objectives, risk tolerance, time horizon and tax considerations; Cedar Capital also delivers model portfolio services and side-by-side portfolio management.
Compared with many independent advisers of similar scale, Cedar Capital discloses that it serves corporate/business and institutional-type clients and manages roughly $93 million in client assets, which is less common among peers. The firm also discloses ongoing referral arrangements with unaffiliated promoters and uses trade-rotation and aggregation practices in execution, disclosures that may be relevant to prospective clients assessing trade allocation and referral relationships.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Annual fixed fee starting at $8,000 for comprehensive financial planning and ongoing advisory services; fees negotiable based on complexity and scope.
Main office
Glen Ellyn IL
Advisors at this office
2
Most active in
Illinois
Also doing business as
Cedar Capital Advisors · Cedar Capital Investments, LLC · Cedar Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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
Quick links
Advisors at this firm
Thomas K
CFP®, Series 63, Series 66
Glen Ellyn, IL
Cedar Capital, LLC
Thomas Koleski is a CFP® professional with 16 years of industry experience, currently serving at Cedar Capital, LLC since 2017. Prior to Cedar Capital, he spent one year at 55 Capital. Cedar Capital, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm specializes in ETF-based model portfolios, offering both strategic and active asset allocation approaches tailored to client objectives, risk tolerance, and tax considerations.
Brian T
Series 65
Glen Ellyn, IL
Cedar Capital, LLC
Brian Tumpane is a financial advisor with Cedar Capital, LLC and holds a Series 65 designation. He has experience working with Cedar Capital Advisors since 2025 and has prior experience at Upside Group, Inc and Second Sons Advisors, as well as seven years at Walgreens / Alliance Rx Walgreens Prime. Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches while incorporating individual securities, options, and alternative instruments when aligned with client objectives.
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