DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Red Cedar Investment Management
Legal name Red Cedar Investment Management, LLC
Latest filing May 19, 2026
First filing on the tape May 5, 2014 · 34 filings
SEC status approved since May 19, 2014
RAUM
$3.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$416M
derived; firm RAUM over IAPD count
Employees
18
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$3.3B as of May 19, 2026
Mar 26, 2015$172M then
HNW client RAUM$0 as of May 19, 2026
Mar 29, 2018$353,450 then
State-registered IARs (5.B.3)8 as of May 19, 2026
Mar 26, 20151 then
Employees (5.A)18 as of May 19, 2026
Mar 26, 20154 then
Private funds1 as of May 19, 2026
Mar 27, 20241 then
RAUM +68% over the last fiscal year+32% a year over threeIARs 8 to 8
Practice profile
derived from the filing of May 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $416MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $49.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 60%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +68%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- $1.7B, 21 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1.3B38%
- Insurance companies$1.2B35%
- Pension and profit-sharing plans$344M10%
- State and municipal entities$326M9.8%
- Charitable organizations$152M4.6%
- Corporations and businesses$55.2M1.7%
- Pooled investment vehicles$19.1M0.6%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 4reported
- Charitable clients
- 4reported
- Accounts
- 67reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 21 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.38 institutional_share=0.6 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Laughlin CassadyChartered Financial Analyst | Grand Rapids, Mi | Jan 11, 2019 | 27 y | 0 |
| Michael David Feldhaus | Cincinnati, Oh | Feb 1, 2019 | 22 y | 1 |
| Samantha Rusler | Grand Rapids, Mi | Sep 24, 2019 | 11 y | 0 |
| Julia M Batchenko | Cincinnati, Oh | Oct 10, 2019 | 12 y | 1 |
| Mitchell Lloyd StapleyChartered Financial Analyst | Grand Rapids, Mi | Jul 8, 2020 | 37 y | 0 |
| Brandon Forrester BajemaChartered Financial Analyst | Grand Rapids, Mi | Aug 26, 2021 | 13 y | 0 |
| Jason Michael SchwartzChartered Financial Analyst | Grand Rapids, Mi | Sep 12, 2023 | 22 y | 0 |
| David Lowell WithrowChartered Financial Analyst | Cincinnati, Oh | Sep 12, 2023 | 27 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Julia M Batchenko from Fifth Third Securities, Inc.Oct 10, 2019 · Other
- Michael David Feldhaus from Cleararc Capital, Inc.Feb 1, 2019 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Red Cedar Strategic Income Sri, LP | Other Private Fund | $15.5M | 2 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Laughlin John Cassady · Ceo/Ciocontrolsince 10/2020 · owns less than 5%
- David Michael Feldhaus · Manager, Director Of Sales & Marketingcontrolsince 10/2020 · owns less than 5%
- Lowell David Withrow · Manager & Director Of Portfolio Managementcontrolsince 10/2020 · owns less than 5%
- Sue Patricia Younker · Chief Operating Officercontrolsince 08/2021 · owns less than 5%
- Richard Dennis Mason · Ccosince 02/2023 · owns less than 5%
Entity owners
- Bridge & Vine LLC · Memberdirect · owns 50% to 75%
- T4g Management LLC · Memberdirect · owns 25% to 50%
- The 4100 Group Inc · Memberdirect · owns 25% to 50%
- Delta Dental Plan Of Michigan, Inc · Memberindirect · owns 75% or more of The 4100 Group Inc
- Delta Dental Plan Of Ohio, Inc · Memberindirect · owns 25% to 50% of The 4100 Group Inc
- Renaissance Health Service Corporation · Memberindirect · owns F of Delta Dental Plan Of Michigan, Inc
- The 4100 Group Inc · Memberindirect · owns 75% or more of T4g Management LLC
Related persons
Schedule D 7.A
- Delta Dental Of Kentucky, Inc.real estaten
- Delta Dental Of North Carolinareal estaten
- Delta Dental Of Tennesseereal estaten
- Delta Dental Plan Of Arkansas, Inc.real estaten
- Delta Dental Plan Of Indiana, Inc.real estaten
- Delta Dental Plan Of Michigan, Inc.real estatey
- Delta Dental Plan Of New Mexico, Inc.real estaten
- Delta Dental Plan Of Ohio, Inc.real estaten
- Gfp Private Wealthinvestment advisernRAUM $1.3B
- Renaissance Life & Health Insurance Company Of Americareal estaten
- Renaissance Life & Health Insurance Company Of New Yorkreal estaten
Advisers that list Red Cedar Investment Management as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grand Rapids, Mi · principal | 8 | 0 | 0 | ||
| Cincinnati, Oh | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cincinnati, OH7 employees
What changed
consecutive filings, newest first
- Accounts · 65 to 67Jul 23, 2025 to Mar 31, 2026
- Corporate clients · 4 to 3Jul 23, 2025 to Mar 31, 2026
- Pension plan clients · 3 to 4Jul 23, 2025 to Mar 31, 2026
- Assets in custody · $1.6B to $1.7BJul 23, 2025 to Mar 31, 2026
- Employees · 17 to 18Jul 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $3.3BJul 23, 2025 to Mar 31, 2026
- Pension RAUM · $467M to $344MJul 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $17.1M to $19.1MJul 23, 2025 to Mar 31, 2026
- RAUM · $2.0B to $3.3BJul 23, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 23, 2025
- Accounts · 59 to 65May 28, 2024 to Mar 31, 2025
- Advisory employees · 11 to 13May 28, 2024 to Mar 31, 2025
- Corporate clients · 3 to 4May 28, 2024 to Mar 31, 2025
- Assets in custody · $1.5B to $1.6BMay 28, 2024 to Mar 31, 2025
- Employees · 15 to 17May 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $2.0BMay 28, 2024 to Mar 31, 2025
- Pension RAUM · $443M to $467MMay 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $15.5M to $17.1MMay 28, 2024 to Mar 31, 2025
- RAUM · $1.6B to $2.0BMay 28, 2024 to Mar 31, 2025
- Accounts · 63 to 59Mar 29, 2023 to Mar 27, 2024
- Advisory activities · 3 to 4Mar 29, 2023 to Mar 27, 2024
- Pooled vehicle clients · 0 to 1Mar 29, 2023 to Mar 27, 2024
- Assets in custody · $1.3B to $1.5BMar 29, 2023 to Mar 27, 2024
- Employees · 14 to 15Mar 29, 2023 to Mar 27, 2024
- State-registered IARs · 9 to 8Mar 29, 2023 to Mar 27, 2024
- Private funds · unset to 1Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.5B to $1.6BMar 29, 2023 to Mar 27, 2024
- Pension RAUM · $389M to $443MMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $0 to $15.5MMar 29, 2023 to Mar 27, 2024
- RAUM · $1.5B to $1.6BMar 29, 2023 to Mar 27, 2024
- Accounts · 46 to 63Jan 30, 2023 to Mar 29, 2023
- Assets in custody · $1.4B to $1.3BJan 30, 2023 to Mar 29, 2023
- Financial planning clients · 0 to unsetJan 30, 2023 to Mar 29, 2023
- Discretionary RAUM · $1.6B to $1.5BJan 30, 2023 to Mar 29, 2023
- Pension RAUM · $520M to $389MJan 30, 2023 to Mar 29, 2023
- RAUM · $1.6B to $1.5BJan 30, 2023 to Mar 29, 2023
- Accounts · 50 to 46Jun 23, 2021 to Mar 22, 2022
- Assets in custody · $1.5B to $1.4BJun 23, 2021 to Mar 22, 2022
- State-registered IARs · 10 to 9Jun 23, 2021 to Mar 22, 2022
- Discretionary RAUM · $1.7B to $1.6BJun 23, 2021 to Mar 22, 2022
Signals
18 dated events
- Red Cedar Investment Management reported RAUM $3.3B, up 68% from $2.0B (2025-07-23 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Ashley Matthew Swendiman (Chief Compliance Officer) no longer on Schedule A of Red Cedar Investment Management (listed 2023-01-30, absent 2023-03-29)Mar 29, 2023 · Control person left · inference
- Richard Dennis Mason (Cco) appeared on Schedule A of Red Cedar Investment ManagementMar 29, 2023 · Control person joined · fact
- David Michael Feldhaus (Manager, Director Of Sales & Marketing) appeared on Schedule A of Red Cedar Investment ManagementMar 22, 2022 · Control person joined · fact
- Sue Patricia Younker (Chief Operating Officer) appeared on Schedule A of Red Cedar Investment ManagementMar 22, 2022 · Control person joined · fact
- S Michael Gilmore (Manager) no longer on Schedule A of Red Cedar Investment Management (listed 2021-06-23, absent 2022-03-22)Mar 22, 2022 · Control person left · inference
- Sue Ellen Jenkins (Manager) no longer on Schedule A of Red Cedar Investment Management (listed 2021-06-23, absent 2022-03-22)Mar 22, 2022 · Control person left · inference
- Mike Goran Jurkovic (Executive Vice President) no longer on Schedule A of Red Cedar Investment Management (listed 2020-06-29, absent 2020-11-03)Nov 3, 2020 · Control person left · inference
- Lowell David Withrow (Manager & Director Of Portfolio Management) appeared on Schedule A of Red Cedar Investment ManagementNov 3, 2020 · Control person joined · fact
- Red Cedar Investment Management reported RAUM $1.5B, up 34% from $1.1B (2019-09-23 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Louis Michael Davidson (Chief Administrative Officer) no longer on Schedule A of Red Cedar Investment Management (listed 2019-09-23, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Laughlin John Cassady (Chief Investment Officer) appeared on Schedule A of Red Cedar Investment ManagementMar 30, 2020 · Control person joined · fact
- Louis Michael Davidson (Chief Administrative Officer) appeared on Schedule A of Red Cedar Investment ManagementJul 22, 2019 · Control person joined · fact
- Red Cedar Investment Management reported RAUM $1.1B, up 259% from $304.0M (2019-01-16 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Sue Ellen Jenkins (Manager) appeared on Schedule A of Red Cedar Investment ManagementMar 29, 2019 · Control person joined · fact
- Ashley Matthew Swendiman (Chief Compliance Officer) appeared on Schedule A of Red Cedar Investment ManagementMar 29, 2019 · Control person joined · fact
- Henry Charles Embs (Chief Operating Officer) no longer on Schedule A of Red Cedar Investment Management (listed 2019-01-16, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Red Cedar Investment Management filed its initial SEC registration (Form ADV)May 5, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Red Cedar Investment Management · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/red-cedar-investment-management-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- REDCEDARIM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 616-378-6916reportedpublic record, Form ADV, May 19, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $416Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026