Cedar Point Capital Partners, LLC

$248.1MAssets under management
as of Mar 2026 · SEC Form ADV
Cedar Rapids, IA
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Tech stack

No one at Cedar Point Capital Partners, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Cedar Point Capital Partners, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $148M held · filed Nov 2024
TIAA-Cref Individual & Institutional Services, LLC
Per Form ADV · $20M held · filed Nov 2024
Fidelity
Per Form ADV · $4M held · filed Nov 2024