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.

Former SEC-registered adviser

Cedrus

Former SEC-registered adviserLittleton, ColoradoCRD 312878SEC 801-120443websiteIAPD
Legal name Cedrus Holding Co, LLC
Latest filing Feb 3, 2025
First filing on the tape Feb 3, 2021 · 35 filings
SEC status approved since Mar 5, 2021
RAUM
$651M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
86%
$558M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
17 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$651M as of Feb 3, 2025
Mar 18, 2022$364M then
HNW client RAUM$397M as of Feb 3, 2025
Mar 18, 2022$238M then
State-registered IARs (5.B.3)17 as of Feb 3, 2025
Mar 18, 202215 then
Employees (5.A)17 as of Feb 3, 2025
Mar 18, 202217 then
Private funds: no history
RAUM +0.0% over the last fiscal year+21% a year over threeIARs 17 to 17offices 0 to 5
Practice profile
derived from the filing of Feb 3, 2025; every figure names its basis
RAUM per advisor
$38.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
45derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.0MderivedHNW RAUM over HNW clients
Average account
$324,432derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.8derived6 offices incl. principal (1.F.5)
RAUM growth, one year
+0.0%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+0.0%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Custody
$24.2M, 15 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
  • is an insurance broker or agent (6.A.6)
  • 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
  • High-net-worth individuals$397M61%
  • Individuals$160M25%
  • Charitable organizations$72.2M11%
  • Corporations and businesses$17.5M2.7%
  • Pension and profit-sharing plans$3.9M0.6%
Individual clients
629reported
HNW clients
131reported
Pension plan clients
7reported
Charitable clients
10reported
Accounts
2,007reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$24.2M for 15 clientsreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Joseph Tyler Graeve · Manager/Ccocontrol
    since 01/2022 · owns less than 5%
  • Kenley Adam Camacho · Sole Membercontrol
    since 06/2021 · owns 75% or more of Providence Planning, LLC
  • Stephen Daniel Graeve · Membercontrol
    since 01/2024 · owns 25% to 50% of Cedrus LLC
  • Joseph Tyler Graeve · Managing Membercontrol
    since 01/2022 · owns 25% to 50% of Cedrus LLC
  • Thomas Mark Neely · Membercontrol
    since 01/2022 · owns 25% to 50% of Cedrus LLC
Entity owners
  • Cedrus LLC · Member
    direct · owns 50% to 75%
  • Providence Planning, LLC · Member
    direct · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Grand Junction, Co000
Lakewood, Co000
Littleton, Co · principal000
Solana Beach, Ca000
Pike Road, Al000
Castle Pines, Co000
Offices
Schedule D 1.F, the 25 largest
  • Burley, ID1 employees
  • Grand Junction, CO1 employees
  • Grand Junction, CO1 employees
  • Grand Junction, CO1 employees
  • Hotchkiss, CO1 employees
What changed
consecutive filings, newest first
  • Succession · true to false
    Jan 8, 2025 to Feb 3, 2025
  • Business name · CEDRUS HOLDING CO, LLC to CEDRUS
    Dec 10, 2024 to Jan 8, 2025
  • Succession · false to true
    Dec 10, 2024 to Jan 8, 2025
  • Succession · false to true
    Aug 27, 2024 to Dec 10, 2024
  • Business name · CEDRUS LLC to CEDRUS HOLDING CO, LLC
    Dec 10, 2024 to Dec 10, 2024
  • Legal name · CEDRUS LLC to CEDRUS HOLDING CO, LLC
    Dec 10, 2024 to Dec 10, 2024
  • Succession · true to false
    Dec 10, 2024 to Dec 10, 2024
  • Other offices · 3 to 5
    Aug 21, 2024 to Aug 26, 2024
  • Other offices · 0 to 3
    Jul 25, 2024 to Aug 21, 2024
  • Accounts · 1,553 to 2,007
    Feb 13, 2024 to Mar 27, 2024
  • Advisory employees · 13 to 17
    Feb 13, 2024 to Mar 27, 2024
  • Charity clients · 11 to 10
    Feb 13, 2024 to Mar 27, 2024
  • Corporate clients · 7 to 10
    Feb 13, 2024 to Mar 27, 2024
  • HNW clients · 91 to 131
    Feb 13, 2024 to Mar 27, 2024
  • Individual clients · 512 to 629
    Feb 13, 2024 to Mar 27, 2024
  • Pension plan clients · 2 to 7
    Feb 13, 2024 to Mar 27, 2024
  • Assets in custody · $5.1M to $24.2M
    Feb 13, 2024 to Mar 27, 2024
  • Employees · 16 to 17
    Feb 13, 2024 to Mar 27, 2024
  • State-registered IARs · 0 to 17
    Feb 13, 2024 to Mar 27, 2024
  • Discretionary RAUM · $476M to $651M
    Feb 13, 2024 to Mar 27, 2024
  • HNW RAUM · $315M to $397M
    Feb 13, 2024 to Mar 27, 2024
  • Individual RAUM · $126M to $160M
    Feb 13, 2024 to Mar 27, 2024
  • Pension RAUM · $2.1M to $3.9M
    Feb 13, 2024 to Mar 27, 2024
  • RAUM · $476M to $651M
    Feb 13, 2024 to Mar 27, 2024
  • Accounts · 1,155 to 1,553
    Jan 30, 2023 to Mar 23, 2023
  • Charity clients · 16 to 11
    Jan 30, 2023 to Mar 23, 2023
  • Corporate clients · 2 to 7
    Jan 30, 2023 to Mar 23, 2023
  • HNW clients · 90 to 91
    Jan 30, 2023 to Mar 23, 2023
  • Individual clients · 356 to 512
    Jan 30, 2023 to Mar 23, 2023
  • Pension plan clients · 0 to 2
    Jan 30, 2023 to Mar 23, 2023
  • Assets in custody · unset to 5113216.0
    Jan 30, 2023 to Mar 23, 2023
  • Custody of client assets · false to true
    Jan 30, 2023 to Mar 23, 2023
  • Employees · 17 to 16
    Jan 30, 2023 to Mar 23, 2023
  • State-registered IARs · 15 to 0
    Jan 30, 2023 to Mar 23, 2023
  • Discretionary RAUM · $364M to $476M
    Jan 30, 2023 to Mar 23, 2023
  • HNW RAUM · $238M to $315M
    Jan 30, 2023 to Mar 23, 2023
  • Individual RAUM · $88.0M to $126M
    Jan 30, 2023 to Mar 23, 2023
  • Pension RAUM · $0 to $2.1M
    Jan 30, 2023 to Mar 23, 2023
  • RAUM · $364M to $476M
    Jan 30, 2023 to Mar 23, 2023
  • Accounts · 825 to 1,155
    Feb 22, 2022 to Mar 18, 2022
Signals
39 dated events
  • Cedrus no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $651.1M)
    May 2, 2025 · Left the SEC roster · derived
  • Jeremy Frederick Fawcett left Cedrus for John 1427, Llc (registered 2024-09-24)
    Mar 26, 2025 · Advisor changed firm · fact
  • Gerald A Clas left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Daniella Friend left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Brandon Young Ho Lorenz left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Andrew Parker Cormack left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Dylan Bruce Wheeler left Cedrus for Arax Advisory Partners (registered 2025-01-01)
    Mar 26, 2025 · Advisor changed firm · fact
  • Benton Ramsey Ellis left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Daniel Stephen Graeve left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Matthew Wayne Sharkey left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Byron James Dyck left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Austin Robert Myers left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Ryan Thomas Walls left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Adam Kenley Camacho left Cedrus for Arax Advisory Partners (registered 2024-12-09)
    Mar 26, 2025 · Advisor changed firm · fact
  • Mark Thomas Neely left Cedrus for Arax Advisory Partners (registered 2024-12-09)
    Mar 26, 2025 · Advisor changed firm · fact
  • John Alexander Scott, Iii left Cedrus for Arax Advisory Partners (registered 2025-01-01)
    Mar 26, 2025 · Advisor changed firm · fact
  • John Alex Maurer left Cedrus for Arax Advisory Partners (registered 2024-12-09)
    Mar 26, 2025 · Advisor changed firm · fact
  • William Edgar Allen left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Tyler Joseph Graeve left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Andrew Price Rhoads left Cedrus for Arax Advisory Partners (registered 2026-05-13)
    Mar 26, 2025 · Advisor changed firm · fact
  • Nicholas George Daniel left Cedrus for Arax Advisory Partners (registered 2024-12-08)
    Mar 26, 2025 · Advisor changed firm · fact
  • Cedrus's advisors moved to Arax Advisory Partners (Littleton, CO): 19 of 20 registered, on the same day
    Mar 26, 2025 · Firm absorbed (people side) · derived
  • Cedrus reported succeeding to the business of Cedrus (Form ADV Item 4)
    Jan 8, 2025 · Succession (Item 4) · fact
  • Dustin Mcdonald left Cedrus for Buck Wealth Strategies, Llc (registered 2025-08-08)
    Dec 10, 2024 · Advisor changed firm · fact
  • Cedrus Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Dec 10, 2024 · Succession (Item 4) · fact
  • Kenley Adam Camacho (Sole Member) appeared on Schedule A of Cedrus
    Dec 10, 2024 · Control person joined · fact
  • Cedrus reported RAUM $651.1M, up 37% from $476.3M (2024-02-13 to 2024-03-27)
    Mar 27, 2024 · RAUM change · derived
  • Cedrus reported 17 state-registered advisory representatives, up from 0 (2024-02-13 to 2024-03-27)
    Mar 27, 2024 · Advisor headcount change · derived
  • John Daley Haggar left Cedrus for Jd Haggar Financial (registered 2024-10-31)
    Jun 30, 2023 · Advisor changed firm · fact
  • Cedrus reported RAUM $476.3M, up 31% from $364.0M (2023-01-30 to 2023-03-23)
    Mar 23, 2023 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026