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.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$248MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$248M

Private client RAUM

$240MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$41.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

969

Individual clients

190

High net worth clients

104

Custody, client assets

$91.8M

SEC number

801-123161

CRD

317532

Filings on the tape

17

First filed

Jan 4, 2022

Latest filed

Mar 2, 2026

Organised

Limited Liability Company, IA

• Occurred

  Jan 31, 2022
  Team lift-out

  3 advisors left Commonwealth Financial Network (Cedar Rapids, IA) for Cedar Point Capital Partners, LLC a day apart

  Form ADVobserved 5 days ago
  3 advisors
• Occurred

  Jan 4, 2022
  First Form ADV filing

  Cedar Point Capital Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c561706d-0300-fd5e-3743-7ae9ca910c0a

First observed

Jan 4, 2022

Last observed

Mar 2, 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.