Ross Leinweber
Cedar Road Capital · Whitefish Bay, Wisconsin
Ross Leinweber is a fee-only financial advisor at Cedar Road Capital in Whitefish Bay, Wisconsin, who holds the CFA credential. Cedar Road Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ross →
Facts
| Firm | Cedar Road Capital |
|---|---|
| Based in | Whitefish Bay, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.1M across 9 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, WI · CRD 7362947 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Ross's firm compares
- Cedar Road Capital's average account is about $4.9 million, from its Form ADV (assets managed divided by 9 accounts).
Request an introduction to Ross
Tell Ross a little about what you're looking for. Ross isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ross
Is Ross Leinweber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Cedar Road Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Cedar Road Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ross Leinweber based?
Ross Leinweber is based in Whitefish Bay, Wisconsin.
What credentials does Ross Leinweber hold?
Ross Leinweber holds the CFA credential.
Is Ross Leinweber registered with the SEC?
Yes. Ross Leinweber is registered as an investment adviser representative in TX and WI (CRD 7362947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Road Capital manage?
Cedar Road Capital reports $44.1M across 9 accounts in assets under management.
How do I contact Ross Leinweber?
Contact details aren't on file yet. Search for Cedar Road Capital.
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.
See something wrong? Request a correction. Read our methodology.