Red Cedar Investment Management

Overview

Red Cedar Investment Management is an SEC registered investment adviser based in Grand Rapids, MI, registered since 2014. It reports $3.3B in assets under management across 67 accounts, with 18 employees. It has 8 investment adviser representatives.

Reported AUM

$3.3B

Discretionary

100%

Accounts

67

Average account

$49.7M

Employees

18

Advisory reps

8

Registered since

2014

Jurisdictions

2

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• Insurance Companies
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 5

• John Laughlin Cassady III Chief Executive Officer, Co-Chief Investment Officer CRD 2031358
• Ashleigh Albert Chief Operating Officer CRD 8246564
• Dennis Richard Mason Chief Compliance Officer CRD 3107130

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Brandon Forrester Bajema Investment Adviser Rep CRD 7370366
• Julia M Batchenko Investment Adviser Rep CRD 5505353
• John Laughlin Cassady III Investment Adviser Rep CRD 2031358

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

333 Bridge St NW Ste 601
Grand Rapids, MI 49504

County

Kent

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: redcedarim.com

Every state, with registration dates

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