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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

CEDRUS

CEDRUS HOLDING CO, LLC, CRD 312878

LITTLETON, CO

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:eb0259ec-d1dd-8d6a-d032-2dea7815e3fb

Data as of Feb 3, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 39
On other graphs: 0
Observed: Feb 3, 2021 to Feb 3, 2025
35 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: $651MItem 5.F on the latest filing (2025-02-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $651M
Private client RAUM: $558MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 17
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,007
Individual clients: 629
High net worth clients: 131
Custody, client assets: $24.2M
SEC number: 801-120443
CIK: 199281
CRD: 312878
Filings on the tape: 35
First filed: Feb 3, 2021
Latest filed: Feb 3, 2025
Organised: Limited Liability Company, CO
Website: cedrusfinancial.com

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
CAMACHO, ADAM, KENLEY	SOLE MEMBER	E	yes	06/2021	Dec 10, 2024	Dec 10, 2024
CEDRUS LLC	Member	D	yes	11/2024	Dec 10, 2024	Dec 10, 2024
Graeve, Daniel, Stephen	Member	C	yes	01/2024	Feb 13, 2024	Dec 10, 2024
GRAEVE, TYLER, JOSEPH	MANAGER/CCO	Na	yes	01/2022	Jan 7, 2022	Dec 10, 2024
GRAEVE, TYLER, JOSEPH	MANAGING MEMBER	C	yes	01/2022	Jan 7, 2022	Dec 10, 2024
NEELY, MARK, THOMAS	Member	C	yes	01/2022	Jan 19, 2022	Dec 10, 2024
PROVIDENCE PLANNING, LLC	Member	B	no	11/2024	Dec 10, 2024	Dec 10, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
GRAND JUNCTION	Co	United States	1	no
GRAND JUNCTION	Co	United States	1	no
GRAND JUNCTION	Co	United States	1	no
Hotchkiss	Co	United States	1	no
Burley	Id	United States	1	no

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; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 3, 2025	$651M	$651M	17	17	5	n/a	n/a
2023	Mar 27, 2024	$651M	$651M	17	17	0	n/a	n/a
2022	Mar 23, 2023	$476M	$476M	16	13	0	n/a	n/a
2021	Mar 18, 2022	$364M	$364M	17	13	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
2024	$651M	$651M	0.0%	$364M	21.4%	17	17	5	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARAX ADVISORY PARTNERS	17	Mar 26, 2025	May 13, 2026	LITTLETON, CO	Firm absorbed	RIA to RIA	85.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EQUITABLE ADVISORS, LLC	4	May 5, 2021	Jun 24, 2021	LAKEWOOD, CO	Team lift out	Ibd to new firm	0.1%
EQUITABLE ADVISORS, LLC	4	Apr 5, 2021	Apr 15, 2021	LAKEWOOD, CO	Team lift out	Ibd to new firm	0.1%

Relationships

Moved with (2)

→ ARAX ADVISORY PARTNERSRegistered adviser19 advisors, firm absorbed, same day
Mar 26, 2025 to May 13, 2026factForm ADV
← EQUITABLE ADVISORS, LLCRegistered adviser4 advisors, team lift out
May 5, 2021 to Jun 24, 2021factForm ADV

Registered with (22)

← JOHN ALEXANDER SCOTT, IIIAdvisorregistration: previous registration
Mar 5, 2021 to Mar 26, 2025factForm ADV
← MARK THOMAS NEELYAdvisorregistration: previous registration
Jun 11, 2021 to Mar 26, 2025factForm ADV
← BYRON JAMES DYCKAdvisorregistration: previous registration
Nov 9, 2021 to Mar 26, 2025factForm ADV
← JOHN ALEX MAURERAdvisorregistration: previous registration
Aug 21, 2024 to Mar 26, 2025factForm ADV
← WILLIAM EDGAR ALLENAdvisorregistration: previous registration
Apr 15, 2021 to Mar 26, 2025factForm ADV
← ADAM KENLEY CAMACHOAdvisorregistration: previous registration
Aug 21, 2024 to Mar 26, 2025factForm ADV
← ANDREW PRICE RHOADSAdvisorregistration: previous registration
Aug 26, 2024 to Mar 26, 2025factForm ADV
← NICHOLAS GEORGE DANIELAdvisorregistration: previous registration
Aug 16, 2024 to Mar 26, 2025factForm ADV
← JEREMY FREDERICK FAWCETTAdvisorregistration: previous registration
May 27, 2021 to Mar 26, 2025factForm ADV
← Daniella FriendAdvisorregistration: previous registration
Aug 22, 2023 to Mar 26, 2025factForm ADV
← Gerald A ClasAdvisorregistration: previous registration
Aug 3, 2021 to Mar 26, 2025factForm ADV
← TYLER JOSEPH GRAEVEAdvisorregistration: previous registration
Apr 6, 2021 to Mar 26, 2025factForm ADV
← RYAN THOMAS WALLSAdvisorregistration: previous registration
Apr 7, 2021 to Mar 26, 2025factForm ADV
← Matthew Wayne SharkeyAdvisorregistration: previous registration
Jun 3, 2021 to Mar 26, 2025factForm ADV
← Austin Robert MyersAdvisorregistration: previous registration
May 17, 2024 to Mar 26, 2025factForm ADV
← Brandon Young Ho LorenzAdvisorregistration: previous registration
Apr 7, 2021 to Mar 26, 2025factForm ADV
← Andrew Parker CormackAdvisorregistration: previous registration
Jun 15, 2021 to Mar 26, 2025factForm ADV
← Benton Ramsey EllisAdvisorregistration: previous registration
May 19, 2021 to Mar 26, 2025factForm ADV
← Dylan Bruce WheelerAdvisorregistration: previous registration
Nov 8, 2023 to Mar 26, 2025factForm ADV
← Daniel Stephen GraeveAdvisorregistration: previous registration
Jan 8, 2024 to Mar 26, 2025factForm ADV
← Dustin McDonaldAdvisorregistration: previous registration
Apr 3, 2023 to Dec 10, 2024factForm ADV
← John Daley HaggarAdvisorregistration: previous registration
Jun 24, 2021 to Jun 30, 2023factForm ADV

Controls (5)

← NEELY, MARK, THOMASOwnerMEMBER, ownership code C, individual
Jan 19, 2022 to Dec 10, 2024factForm ADV
← CAMACHO, ADAM, KENLEYOwnerSOLE MEMBER, ownership code E, individual
Dec 10, 2024 to Dec 10, 2024factForm ADV
← GRAEVE, TYLER, JOSEPHOwnerMANAGING MEMBER, ownership code C, individual
Jan 7, 2022 to Dec 10, 2024factForm ADV
← Graeve, Daniel, StephenOwnerMEMBER, ownership code C, individual
Feb 13, 2024 to Dec 10, 2024factForm ADV
← CEDRUS LLCOwnerMEMBER, ownership code D, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV

Owns (1)

← PROVIDENCE PLANNING, LLCOwnerMEMBER, ownership code B, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 2, 2025
Left the SEC roster
Cedrus no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $651.1M)
Form ADVobserved 3 days ago
$651M
Occurred
Mar 26, 2025
Firm absorbed
Cedrus's advisors moved to Arax Advisory Partners (Littleton, CO): 19 of 20 registered, on the same day
Form ADVobserved 3 days ago
19 advisors
Occurred
Mar 26, 2025
Advisor changed firm
Tyler Joseph Graeve left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Jeremy Frederick Fawcett left Cedrus for John 1427, Llc (registered 2024-09-24)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Gerald A Clas left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Daniella Friend left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Brandon Young Ho Lorenz left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Daniel Stephen Graeve left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Andrew Price Rhoads left Cedrus for Arax Advisory Partners (registered 2026-05-13)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Matthew Wayne Sharkey left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
John Alex Maurer left Cedrus for Arax Advisory Partners (registered 2024-12-09)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
William Edgar Allen left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Nicholas George Daniel left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Dylan Bruce Wheeler left Cedrus for Arax Advisory Partners (registered 2025-01-01)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Benton Ramsey Ellis left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Byron James Dyck left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Austin Robert Myers left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Ryan Thomas Walls left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Andrew Parker Cormack left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Adam Kenley Camacho left Cedrus for Arax Advisory Partners (registered 2024-12-09)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
Mark Thomas Neely left Cedrus for Arax Advisory Partners (registered 2024-12-09)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2025
Advisor changed firm
John Alexander Scott, Iii left Cedrus for Arax Advisory Partners (registered 2025-01-01)
Form ADVobserved 3 days ago
Occurred
Jan 8, 2025
Succession filed (Item 4)
Cedrus reported succeeding to the business of Cedrus (Form ADV Item 4)
Form ADVobserved 3 days ago
Occurred
Dec 10, 2024
Succession filed (Item 4)
Cedrus Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago
Occurred
Dec 10, 2024
Control person joined
Kenley Adam Camacho (Sole Member) appeared on Schedule A of Cedrus
Form ADVobserved 3 days ago
Occurred
Dec 10, 2024
Advisor changed firm
Dustin Mcdonald left Cedrus for Buck Wealth Strategies, Llc (registered 2025-08-08)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Cedrus reported RAUM $651.1M, up 37% from $476.3M (2024-02-13 to 2024-03-27)
Form ADVobserved 3 days ago
$175M
Occurred
Jun 30, 2023
Advisor changed firm
John Daley Haggar left Cedrus for Jd Haggar Financial (registered 2024-10-31)
Form ADVobserved 3 days ago
Occurred
Mar 23, 2023
Regulatory AUM changed
Cedrus reported RAUM $476.3M, up 31% from $364.0M (2023-01-30 to 2023-03-23)
Form ADVobserved 3 days ago
$112M
Occurred
Mar 18, 2022
Regulatory AUM changed
Cedrus reported RAUM $364.0M, up 41% from $258.2M (2022-02-22 to 2022-03-18)
Form ADVobserved 3 days ago
$106M
Occurred
Jan 19, 2022
Control person joined
Thomas Mark Neely (Member) appeared on Schedule A of Cedrus
Form ADVobserved 3 days ago
Occurred
Jan 19, 2022
Control person left
Alexander John Iii Scott (Manager) no longer on Schedule A of Cedrus (listed 2022-01-07, absent 2022-01-19)
Form ADVobserved 3 days ago
Occurred
Jan 7, 2022
Control person left
Frederick Jeremy Fawcett (Cco) no longer on Schedule A of Cedrus (listed 2021-12-16, absent 2022-01-07)
Form ADVobserved 3 days ago
Occurred
Jan 7, 2022
Control person joined
Joseph Tyler Graeve (Ceo/Cco) appeared on Schedule A of Cedrus
Form ADVobserved 3 days ago
Occurred
Jul 6, 2021
Control person joined
Frederick Jeremy Fawcett (Cco) appeared on Schedule A of Cedrus
Form ADVobserved 3 days ago
Occurred
Feb 3, 2021
First Form ADV filing
Cedrus Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Show 3 bookkeeping events

Occurred
Mar 27, 2024
Cedrus reported 17 state-registered advisory representatives, up from 0 (2024-02-13 to 2024-03-27)
Occurred
Mar 23, 2023
Cedrus reported 0 state-registered advisory representatives, down from 15 (2023-01-30 to 2023-03-23)
Occurred
Mar 18, 2022
Cedrus reported 15 state-registered advisory representatives, up from 0 (2022-02-22 to 2022-03-18)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb0259ec-d1dd-8d6a-d032-2dea7815e3fb
First observed: Feb 3, 2021
Last observed: Feb 3, 2025 19 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.

CEDRUS

CEDRUS HOLDING CO, LLC, CRD 312878

LITTLETON, CO

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:eb0259ec-d1dd-8d6a-d032-2dea7815e3fb

Data as of Feb 3, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMACHO, ADAM, KENLEY

SOLE MEMBER

yes

06/2021

Dec 10, 2024

CEDRUS LLC

Member

yes

11/2024

Dec 10, 2024

Graeve, Daniel, Stephen

Member

yes

01/2024

Feb 13, 2024

Dec 10, 2024

GRAEVE, TYLER, JOSEPH

MANAGER/CCO

yes

01/2022

Jan 7, 2022

Dec 10, 2024

GRAEVE, TYLER, JOSEPH

MANAGING MEMBER

yes

01/2022

Jan 7, 2022

Dec 10, 2024

NEELY, MARK, THOMAS

Member

yes

01/2022

Jan 19, 2022

Dec 10, 2024

PROVIDENCE PLANNING, LLC

Member

11/2024

Dec 10, 2024

City

State

Country

Employees

Also broker-dealer

GRAND JUNCTION

United States

GRAND JUNCTION

United States

GRAND JUNCTION

United States

Hotchkiss

United States

Burley

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 3, 2025

$651M

n/a

2023

Mar 27, 2024

$651M

n/a

2022

Mar 23, 2023

$476M

n/a

2021

Mar 18, 2022

$364M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$651M

0.0%

$364M

21.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARAX ADVISORY PARTNERS

Mar 26, 2025

May 13, 2026

LITTLETON, CO

Firm absorbed

RIA to RIA

85.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EQUITABLE ADVISORS, LLC

May 5, 2021

Jun 24, 2021

LAKEWOOD, CO

Team lift out

Ibd to new firm

0.1%

EQUITABLE ADVISORS, LLC

Apr 5, 2021

Apr 15, 2021

LAKEWOOD, CO

Team lift out

Ibd to new firm

0.1%