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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CEDAR FINANCIAL ADVISORS, LLC

CRD 146084

BEAVERTON, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:656f856a-fdeb-9c71-e43d-1fcd9fa5af99

Data as of Jun 14, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 13, 2021 to Jun 14, 2022
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $121MItem 5.F on the latest filing (2022-06-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $121M
Private client RAUM: $121MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 420
Individual clients: 28
High net worth clients: 43
SEC number: 801-121484
CRD: 146084
Filings on the tape: 3
First filed: May 13, 2021
Latest filed: Jun 14, 2022
Organised: Limited Liability Company, Oregon

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KESSINGER, PEGGY, O'DELL	CHIEF COMPLIANCE OFFICER	D	yes	05/2021	May 13, 2021	Jun 14, 2022
KOBER, TIM, PAUL	Principal	D	yes	10/2006	May 13, 2021	Jun 14, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Jan 17, 2022	$121M	$121M	3	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$121M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Controls (2)

← KOBER, TIM, PAULOwnerPRINCIPAL, ownership code D, individual
May 13, 2021 to presentfactForm ADV
← KESSINGER, PEGGY, O'DELLOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
May 13, 2021 to presentfactForm ADV

Registered with (1)

← Suzanne Louise BickAdvisorregistration: previous registration
Nov 30, 2021 to Oct 4, 2022factForm ADV

Dated events

Occurred
Oct 4, 2022
Advisor changed firm
Suzanne Louise Bick left Cedar Financial Advisors, Llc for The Mather Group, Llc (registered 2022-10-06)
Form ADVobserved 4 days ago
Occurred
May 13, 2021
First Form ADV filing
Cedar Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:656f856a-fdeb-9c71-e43d-1fcd9fa5af99
First observed: May 13, 2021
Last observed: Jun 14, 2022 51 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CEDAR FINANCIAL ADVISORS, LLC

CRD 146084

BEAVERTON, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:656f856a-fdeb-9c71-e43d-1fcd9fa5af99

Data as of Jun 14, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KESSINGER, PEGGY, O'DELL

CHIEF COMPLIANCE OFFICER

yes

05/2021

May 13, 2021

Jun 14, 2022

KOBER, TIM, PAUL

Principal

yes

10/2006

May 13, 2021

Jun 14, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Jan 17, 2022

$121M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$121M

n/a