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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CEDARSTONE ADVISORS

CRD 172653

THOUSAND OAKS, CA

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:8e299dd6-4476-5c6d-e383-798b76acf302

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Feb 14, 2018 to Mar 11, 2026
22 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $198MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $198M
Private client RAUM: $198MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $99.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 197
Individual clients: 93
High net worth clients: 98
Custody, client assets: $0
SEC number: 801-112625
CRD: 172653
Filings on the tape: 22
First filed: Feb 14, 2018
Latest filed: Mar 11, 2026
Organised: Corporation, CA
Website: cedarstoneadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Carole Lee Meitler	n/a	THOUSAND OAKS, CA	6	16	n/a	no
STEVE HARLAN COKER	Certified Financial Planner	THOUSAND OAKS, CA	3	19	1	no

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
COKER, STEVE, HARLAN	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	08/2014	Feb 14, 2018	Sep 12, 2024

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
2025	Mar 11, 2026	$198M	$198M	3	3	0	n/a	n/a
2024	Mar 6, 2025	$171M	$171M	3	3	0	n/a	n/a
2023	Mar 1, 2024	$151M	$149M	4	4	0	n/a	n/a
2022	Mar 6, 2023	$127M	$126M	3	3	0	n/a	n/a
2021	Mar 30, 2022	$143M	$142M	3	3	0	n/a	n/a
2020	Mar 16, 2021	$114M	$113M	3	2	0	n/a	n/a
2019	Mar 13, 2020	$102M	$101M	3	2	0	n/a	n/a
2018	Jan 28, 2019	$125M	$124M	4	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	50.0%	0	0	0	1	1

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
2025	$198M	$171M	16.1%	$127M	16.1%	3	3	0	0

Relationships

Registered with (5)

← STEVE HARLAN COKERAdvisorregistration: current employment
Mar 17, 2023 to presentfactForm ADV
← Carole Lee MeitlerAdvisorregistration: current employment
Sep 10, 2020 to presentfactForm ADV
← MICHAEL JOHN RYNEAdvisorregistration: previous registration
Feb 7, 2025 to Jan 5, 2026factForm ADV
← MATTHEW GLENN DAVISAdvisorregistration: previous registration
Oct 23, 2014 to Jul 20, 2019factForm ADV
← HANNAH ELIZABETH OAKS BOUNDYAdvisorregistration: previous registration
Jun 16, 2015 to Apr 2, 2019factForm ADV

Controls (1)

← COKER, STEVE, HARLANOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 14, 2018 to Sep 12, 2024factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Michael John Ryne left Cedarstone Advisors for Mutual Advisors, Llc (registered 2026-01-14)
Form ADVobserved 5 days ago
Occurred
Aug 9, 2019
Control person left
Glenn Matthew Davis (Vice President And Treasurer) no longer on Schedule A of Cedarstone Advisors (listed 2019-04-03, absent 2019-08-09)
Form ADVobserved 5 days ago
Occurred
Feb 14, 2018
First Form ADV filing
Cedarstone Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e299dd6-4476-5c6d-e383-798b76acf302
First observed: Feb 14, 2018
Last observed: Mar 11, 2026 6 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.

CEDARSTONE ADVISORS

CRD 172653

THOUSAND OAKS, CA

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:8e299dd6-4476-5c6d-e383-798b76acf302

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Carole Lee Meitler

n/a

THOUSAND OAKS, CA

n/a

STEVE HARLAN COKER

Certified Financial Planner

THOUSAND OAKS, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COKER, STEVE, HARLAN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

08/2014

Feb 14, 2018

Sep 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$198M

n/a

2024

Mar 6, 2025

$171M

n/a

2023

Mar 1, 2024

$151M

$149M

n/a

2022

Mar 6, 2023

$127M

$126M

n/a

2021

Mar 30, 2022

$143M

$142M

n/a

2020

Mar 16, 2021

$114M

$113M

n/a

2019

Mar 13, 2020

$102M

$101M

n/a

2018

Jan 28, 2019

$125M

$124M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$198M

$171M

16.1%

$127M

16.1%