Cedar River Capital, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 288579 · Seattle, WA · www.youtube.com

☆ Save with Pro ADV data as of Mar 11, 2026

Regulatory AUM: $55.9M
Discretionary: $55.9M
Clients: 28
Avg AUM / client: $2.0M
Accounts: 53
Employees: 2

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	5	$1.1M	2.03%
High net worth individuals	23	$52.9M	94.6%
Charitable organizations	Fewer than 5 clients	$866K	1.55%
Corporations and other businesses	Fewer than 5 clients	$1.0M	1.86%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Paul Christopher Latta	Registered representative	CFA	Jul 2017 (9y)
Baltej Singh Kochar	Registered representative		Aug 2017 (9y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/11/2026	1.11 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees

Services

• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients
• Other services

Custody

Reported custodians

Interactive Brokers $51.9M (93% of AUM) Mar 2026
Charles Schwab & Co. $2.2M (4% of AUM) Mar 2026
The Vanguard Group, Inc. $1.1M (2% of AUM) Mar 2026
J.P. Morgan $698K (1% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.

View current Form ADV (SEC/IAPD) ↗