Tech stack
No one at Cedar Spring Advisors, LLC has shared their stack yet. Work here? Add the tools you use. 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 · $96M held · filed Jul 2024
C
Capital Client Group, Inc.
Per Form ADV · $13M held · filed Jul 2024