David Lowell Withrow
Professional Summary
David Lowell Withrow, who also goes by Dave Withrow, is a registered financial advisor currently at RED CEDAR INVESTMENT MANAGEMENT located in Cincinnati, Ohio. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Withrow
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAPITAL ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
RED CEDAR INVESTMENT MANAGEMENT | RED CEDAR INVESTMENT MANAGEMENT, LLC
Contact Information
Main Address
333 Bridge Street Nw Suite 601, Grand Rapids, MI 49504Phone Number
(616) 378-6916# of Employees
18SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
67AUM (Assets Under Management)
$3,328,007,890Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | Cover Page | Report |
| 07/26/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
RED CEDAR INVESTMENT MANAGEMENT | RED CEDAR INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
(9/12/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view David Lowell Withrow's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC
