Curtis Lehnert
Cedar Ridge Investment Management · Byron Center, Michigan
Curtis Lehnert is a fee-only financial advisor at Cedar Ridge Investment Management in Byron Center, Michigan, who holds the CFA credential. Cedar Ridge Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Cedar Ridge Investment Management |
|---|---|
| Based in | Byron Center, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $54M across 106 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, MI · CRD 5239843 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cedarridgeim.com |
| Profile |
How Curtis's firm compares
- Cedar Ridge Investment Management's average account is about $509,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Curtis
Is Curtis Lehnert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Cedar Ridge Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Curtis charge for financial advice?
Curtis's firm, Cedar Ridge Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Curtis Lehnert based?
Curtis Lehnert is based in Byron Center, Michigan.
What credentials does Curtis Lehnert hold?
Curtis Lehnert holds the CFA credential.
Is Curtis Lehnert registered with the SEC?
Yes. Curtis Lehnert is registered as an investment adviser representative in CA and MI (CRD 5239843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Ridge Investment Management manage?
Cedar Ridge Investment Management reports $54M across 106 accounts in assets under management.
How do I contact Curtis Lehnert?
Through Curtis's website, www.cedarridgeim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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