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Julia M Batchenko

Investment adviser representative at Red Cedar Investment Management
4 yearsExperience
1 stateRegistered in
$3.3BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

4 years in the industry.

  1. Red Cedar Investment ManagementSep 2019 to now
  2. Bahl & Gaynor Investment CounselApr 2019 to Sep 2019
  3. UnemployedDec 2018 to Apr 2019
  4. Clear Arc CapitalOct 2015 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (OH).

Red Cedar Investment Management

Legal name: Red Cedar Investment Management, LLC

$3.3BAssets managed
26Clients
8Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5505353
Firm CRD
170939
Advisor's SEC record (opens in a new tab)
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