Cedar Lane Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cedar Lane Advisors is a fee-only, state-registered investment adviser that provides wealth management, financial planning and non-discretionary investment management primarily to high‑net‑worth individuals and families. The firm prepares individualized “Wealth Plans” that cover investment and non‑investment matters such as cash flow, estate and insurance planning, and may assist clients with due diligence on private investment funds.
The firm constructs portfolios around long‑term strategic asset allocation and formal Investment Policy Statements, typically using no‑load mutual funds and exchange‑traded funds alongside select active funds, dividend‑paying stocks and fixed‑income securities. Cedar Lane provides advice on a non‑discretionary basis, meets with clients at least semi‑annually, uses account aggregation to view a client’s total financial picture, and employs a mix of fundamental, charting, technical and cyclical analysis (including tax‑loss harvesting when appropriate).
Compared with many firms in the investment‑manager category, Cedar Lane’s focus on high‑net‑worth individuals and personalized wealth plans is atypical; the firm is small and operates with a single adviser and reported no assets under management as of the most recent filing. The adviser does not take custody of client assets, typically recommends retail custodians and may include client investments in private funds as part of its managed assets, while retaining client approval for all trades.
Client services
Financial planning
Expertise
Wealth management
Tax-loss harvesting
Cash flow / budgeting
Fee options
$0 - $5,000,000: $15,000 fixed annual fee $5,000,000 - $10,000,000: $20,000 fixed annual fee $10,000,000 - $20,000,000: $30,000 fixed annual fee $20,000,000+: Fee to be individually assessed
Account minimum: $5,000,000 Minimum fee: Wealth Management Fees: Up to $5,000,000 - $15,000 annually; $5,000,000-$10,000,000 - $20,000 annually; $10,000,000-$20,000,000 - $30,000 annually; Over $20,000,000 - individually assessed Fee-only: Fee-only adviser; fees are paid directly by clients, no commissions are accepted.
Main office location
Cedar Lane Advisors, LLC
New Haven CT, United States
Number of offices
1
Most active in
Cedar Lane Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
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