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CĒDRUS Financial - Family Office Services

Multifamily office listing in Littleton, Colorado, United States.

Headquarters
Littleton, CO
Published minimum
$100,000

CEDRUS Financial provides investment advisory, financial planning and family office services for high capacity families.123

Overview

Arax Advisory Partners, LLC dba Cedrus is identified in the SEC Form CRS as an SEC registered investment adviser.1 The firm provides advisory services to retail investors and identifies high capacity families as its intended audience.13 Its listed office is in Littleton, Colorado, United States.4

History

John A. Scott is identified as Founder.5 His biography says he established CĒDRUS and has worked as a financial adviser and planner with Wall Street firms since 1986.6 CĒDRUS reports that its team brings more than 100 years of combined experience in small business ownership, corporate management and wealth preservation.3

Leadership

Mark T. Neely, CFP®, ChFC®, CLU®, MBA, is Managing Partner.5 TJ Graeve is Managing Partner and President.5 John A. Scott is Founder.5 Dan Graeve serves as Vice President of Financial Planning, and Keith Stratman serves as Director of Operations.5

Services

The firm provides investment management and financial planning.1 Its investment management can be discretionary or nondiscretionary.1 Strategies may include exchange traded funds, stocks, bonds, mutual funds, alternative investments and other investment managers.1

CĒDRUS lists family office work such as defining family vision, succession planning, education funding, retirement planning, estate tax planning, asset allocation, performance review, wealth management and oversight of money managers.2 Other listed work covers risk management evaluations, tax planning and strategic family projects.2

The firm works with a client’s other family advisers when family decisions require coordinated planning.3 Its CĒDRUS 180 offering combines wealth management with client portal access through eMoney.7 CĒDRUS reports quarterly asset performance reviews and yearly family meetings as part of that approach.7

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Family governance and education
  • Risk and insurance
  • Private and alternative investments
  • Retirement planning

Client focus

CĒDRUS identifies high capacity families as its target audience and also describes advisory services for retail investors.13 The firm says its client work includes education, guidance and a cooperative team model grounded in trust, integrity and respect.8 Its team page presents an approach centered on transparency, broad financial coordination and family financial well being.9

Investment philosophy and approach

The firm says it develops wealth management and strategic planning around each client’s circumstances.8 It states that its main investment focus is providing impartial views intended to support long term results.8 CĒDRUS also describes coordination with family advisers when developing strategies for family decisions.3

Assets and minimums

The Form CRS gives a generally applicable minimum investment account size of $100,000.1 The firm says accounts are reviewed at least quarterly and clients are contacted about their portfolios at least annually.1 Its stated investment management fee is 1% to 2% per year, based on assets and selected strategies, with fees negotiable.1 Financial planning is listed at $195 to $425 per hour.1

FAQs

What services does CEDRUS Financial provide?

The firm provides investment management, financial planning and family office services.12

Which clients does CEDRUS Financial target?

CĒDRUS identifies high capacity families as its target audience and also provides advisory services to retail investors.13

What minimum account size does the firm state?

The Form CRS states a generally applicable minimum investment account size of $100,000.1

  • LocationMultifamily offices in Colorado

    This Colorado directory helps a family or business owner compare firms serving clients in the region. It provides context for reviewing services such as investment management, financial planning, estate planning, family governance, and insurance advice when considering a Colorado based family office relationship.

  • Network siteCapitalGainsTax.com

    CapitalGainsTax.com offers practical explanations of capital gains taxes and planning considerations. Its guides can help an owner prepare questions about investment sales, tax planning, private investments, retirement assets, and how tax concerns may fit into broader financial and estate planning discussions.

  • Network siteFamilyOffices.com

    FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to learn about governance, education, investment oversight, and family decision making before evaluating whether outside advisory or family office services fit their needs.

  • GuideHow multifamily offices invest

    This guide explains common ways multifamily offices invest and organize portfolios for clients with varied goals. A prospective client can use it to discuss asset allocation, private and alternative investments, risk management, liquidity, retirement planning, and how investment choices connect with family planning.

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    These profiles offer comparison points for readers reviewing firms with related family office or wealth management services. Alpha Capital Family Office, Gallacher Capital Management, and Cherry Creek Family Offices can help a prospective client identify questions about investment management, planning, governance, and the type of client relationship they prefer.

Sources

  1. SEC Form CRS, June 10, 2025 , accessed October 23, 2026.
  2. Family Office Services , accessed October 23, 2026.
  3. CEDRUS home page , accessed October 23, 2026.
  4. CEDRUS Contact , accessed October 23, 2026.
  5. Meet Our Team , accessed October 23, 2026.
  6. John A. Scott biography , accessed October 23, 2026.
  7. CĒDRUS 180 , accessed October 23, 2026.
  8. About Us , accessed October 23, 2026.
  9. Meet Our Team , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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