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CEREDEX VALUE ADVISORS LLC

WINTER PARK, FL · CRD 146023 · IAPD ↗ · 407-674-1270

$3.43BRegulatory AUM
11Advisory reps
13Employees
1Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CEREDEX VALUE ADVISORS LLC reported RAUM down 34% ($5.16B -> $3.43B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
July 2025 — CEREDEX VALUE ADVISORS LLC moved its main office from ORLANDO, FL to WINTER PARK, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.