Cedar Ridge Investment Management LLC

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Client assets under management

$42,000,000

Clients

100

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$420,000

About

Cedar Ridge Investment Management serves individuals, trusts, estates and business entities with discretionary portfolio management and financial planning services, including retirement, education and charitable planning. The firm manages both discretionary and non‑discretionary accounts and charges asset‑based advisory fees rather than accepting commissions.

The firm’s investment process integrates quantitative models with fundamental, technical, cyclical and economic analysis to identify investments “in favor” of its models and to align client holdings with short‑ and long‑term goals. Accounts are monitored on an ongoing basis and the firm generally trades under discretionary authority after a written agreement is executed.

Noteworthy features include a separately offered active strategy distinct from the standard programs, a policy against accepting commissions, and formal compliance controls such as quarterly reviews of employee personal trading and documented best‑execution procedures with an institutional custodian. The firm’s principal has prior institutional research and portfolio‑management experience, and the firm does not perform proxy voting on clients’ behalf.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing Active portfolio management

Fee options

Fixed

Financial planning fees due 100% at completion and delivery of the financial plan; Fixed fees may be negotiated and are generally capped at $500 prepaid per client and 6 months in advance.

Percentage

$0.01 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70% $100,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001+: 1.50%

Main office location

Cedar Ridge Investment Management LLC

Byron Center MI, United States

Number of offices

Most active in

California · Michigan

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 6162053135

Advisors at this firm

Curtis L

CFA®

Byron Center, MI

Cedar Ridge Investment Management LLC

Curtis Lehnert is a CFA® charterholder with two years of industry experience. He is the principal of Cedar Ridge Investment Management LLC, where he has worked since 2023. Prior to this, he held positions at DAE Capital Advisors, Smartkarma Innovations, and Starlight Capital Group, and managed his personal investment account from 2014 to 2017. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide investment decisions and offers both discretionary and non-discretionary accounts with asset-based fees.

Passive / index investing Active portfolio management

Joel H

Series 63

Redlands, CA

Cedar Ridge Investment Management LLC

Joel Hendriks is the sole advisor at Cedar Ridge Investment Management LLC in Redlands, CA, holding a Series 63 designation with one year of industry experience. He has been involved with Prospect Financial Solutions LLC since 2012, where he serves as CEO overseeing tax preparation and planning services. Additionally, he manages Prosect Payroll LLC, a payroll service bureau. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a quantitative and fundamental investment process, manages both discretionary and non-discretionary accounts without accepting commissions, and maintains formal compliance controls.

Passive / index investing Active portfolio management

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