David L. 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 .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Lowell Withrow's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2019 - Present
RED CEDAR INVESTMENT MANAGEMENT
Office #1: 1404 Vine Street Second Floor, Cincinnati, OH 45202Primary Firm SEC Registration
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939 / SEC#: 801-79728
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2023)
Exams
Current Firm
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939 / SEC#: 801-79728
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 1,982,345,061 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 07/26/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939Cincinnati, OH 45202TRUST BUT VERIFY
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