CEDAR MOUNTAIN ADVISORS, LLC

CRD 140339File 801-68704

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.20B

Above cohort median (national)

Discretionary AUM

$891.9M

Non-discretionary $305.9M

Clients

890

2,433 accounts

Employees

Top 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 3, 2008
Principal office: 5285 MEADOWS RD, SUITE 360, LAKE OSWEGO, OR, 97035
Phone: 503-224-6868
Website: HTTP://WWW.CMAPDX.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.20B
Discretionary AUM: $891.9M
Non-discretionary AUM: $305.9M
Discretionary accounts: 2,409
Non-discretionary accounts: 24
Total accounts: 2,433
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$5.2M
Charitable organizations	13	$608K
High net worth individuals	239	$596.4M
Pension and profit sharing plans	38	$376.5M
Individuals (other than high net worth individuals)	593	$219.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.