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CEDAR POINT CAPITAL PARTNERS, LLC
CRD 317532File 801-123161
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$248.1M
Below cohort median (national)
Discretionary AUM
$248.1M
Clients
300
969 accounts
Employees
7
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 3, 2022
- Principal office
- 329 12TH AVE SE, SUITE 106, CEDAR RAPIDS, IA, 52401
- Phone
- (800) 501-6403
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $248.1M
- Discretionary AUM
- $248.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 969
- Non-discretionary accounts
- 0
- Total accounts
- 969
- AUM per client
- $827K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $301K |
| Charitable organizations | Fewer than 5 | $7.7M |
| High net worth individuals | 104 | $164.6M |
| Individuals (other than high net worth individuals) | 190 | $75.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 437 | 300 | decreased by137 |
| Apr 1, 2026 | AUM | $200,899,768 | $248,116,441 | increased by$47,216,673 |
| Apr 1, 2026 | Accounts | 1,128 | 969 | decreased by159 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 6 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 384 | 437 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $136,470,159 | $200,899,768 | increased by$64,429,609 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 896 | 1,128 | increased by232 |
| Jun 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jun 1, 2022 | Custody | No | Yes | |
| Jun 1, 2022 | AUM | $0 | $136,470,159 | increased by$136,470,159 |
| Jun 1, 2022 | Accounts | 0 | 896 | increased by896 |
| Feb 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CEDAR POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CEDAR POINT” may also match similarly-named firms). Confirm identity against each filing.
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.