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President/chief Compliance Officer · Cedarstone Advisors

Steve H. Coker

CRD 5326715 · Named on Form ADV at one SEC-registered adviser

At a glance

Cedarstone Advisors, an SEC-registered wealth manager based in Thousand Oaks, CA with $198 million in regulatory assets, lists Steve H. Coker on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

  • Cedarstone AdvisorsPresident/chief Compliance OfficerWealth manager · Thousand Oaks, CA · $198M in regulatory assets

AtlasMembers

Steve’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steve’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.