Cedar Valley Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$50,434,582
Clients
66
Advisors
1
of 1 employees
About
Cedar Valley Capital is a state-registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, middle-market businesses, and charitable organizations. The firm also offers pension consulting and manages defined contribution participant accounts using a third‑party platform to facilitate oversight of held-away plan assets.
The firm’s investment process emphasizes fundamental value analysis while also incorporating technical chart-based and cyclical, macroeconomic considerations to inform asset selection and allocation tailored to each client’s goals, time horizon, and risk tolerance. Cedar Valley works with an institutional custodian for account custody and uses the third-party platform to review and rebalance participant accounts at least quarterly, maintaining both discretionary and non-discretionary arrangements.
Distinctive features disclosed in the brochure include that an associated person of the firm is registered as a representative of a broker‑dealer and is licensed to sell insurance, so commissionable products may be offered alongside advisory services, with conflicts disclosed and compliance procedures in place. The firm’s active work with corporate and pension clients, its pension consulting services, and its use of a third‑party platform for discretionary management of held-away participant accounts set it apart from most independent advisers of similar scope.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,000 - $5,000,000: 1.25% $5,000,000 - $10,000,000: 1.15% $10,000,000+: Negotiable
Commission-based compensation earned separately by Walter Hammond as registered representative and insurance agent, not included in advisory fees.
Financial planning fees range from $5,000 to $50,000 depending on scope of the plan; fees are hourly and negotiated.
Main office
875 Old Roswell Rd Suite G100
Roswell GA 30076
Advisors at this office
1
Most active in
Florida · Georgia · New Mexico · North Carolina · Texas
Also doing business as
Cedar Valley Capital · Cedar Valley 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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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