Sbe Llc Dba Cedar Cove Wealth Partners
- Regulatory AUM
- $455M
- Discretionary
- $455M
- Clients
- 2,036
- Avg AUM / client
- $223K
- Accounts
- 2,036
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,155 | $151M | 33.1% |
| High net worth individuals | 881 | $305M | 66.9% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Lee Johnson | Registered representative | CFP | Aug 2025 (1y) | |
| Christopher Todd Sipe | Registered representative | CFP | Aug 2025 (1y) | |
| Jennifer Lee Cords | Registered representative | CFP | Aug 2025 (1y) | |
| John Michael Kelly | Registered representative | Aug 2025 (1y) | ||
| John Sanford Carpenter | Registered representative | Aug 2025 (1y) | ||
| Keith Larayne Sapp | Registered representative | Chartered Financial Consultant CFA | Aug 2025 (1y) | |
| Nathan Vincent Knoll | Registered representative | CFP | Aug 2025 (1y) | |
| Sara Elizabeth Schreiber | Registered representative | Aug 2025 (1y) | ||
| Samuel John Broback | Registered representative | Aug 2025 (1y) | ||
| Chase Steven Abell | Registered representative | Sep 2025 (1y) |
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) | 06/12/2026 | 1.05 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
- • Other fees
- • FINANCIAL PLANNING & ESTATE PLANNING COORDINATION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $455M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗