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Cedarholm & Eugenias, LLC (Gadsden)


Cedarholm & Eugenias, LLC is a large advisory firm based in Gadsden. It manages $42.5 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Alabama.

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Cedarholm & Eugenias provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cedarholm & Eugenias: assets under management

The assets under management (AUM) of Cedarholm & Eugenias, LLC is $42.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $184.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cedarholm & Eugenias, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gadsden

The principal office where Cedarholm & Eugenias, LLC performs its advisory services is located at 110 Bay Street, Gadsden, AL 35901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 256-547-7237 or by fax 256-543-2374. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cedarholm-eugenias.com.


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