CAMBIENT FAMILY OFFICE, LLC

RIASEC RegisteredEst. 2025
Total AUM
$858M
Discretionary
$781M
91% of AUM
Avg account
$3.3M
Accounts
260
Employees
6
Advisory reps
6

Firm details

Headquarters
ADA, Michigan
CRD number
335128
Registered since
April 2, 2025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI60.29%
  • Corporations / Businesses32.01%
  • Charitable Organizations7.69%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cambient Family Office, LLC operates as an independent registered investment adviser and functions in practice like a multi-family office and capital allocator, serving both high-net-worth individuals/families and institutional clients. The firm favors equity exposure—particularly exchange-traded equities—and runs fee relationships that mix percentage-of-AUM billing with fixed fees. Service lines include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection and oversight of outside managers. Portfolio construction shows an emphasis on concentrated public equity positions alongside ETF sleeve exposure, signaling a blend of direct stock selection and indexed/exchange-traded strategies. Cambient does not present itself as an active ESG investor. As a capital allocator, the firm sources third-party alternative managers and integrates those allocations into client portfolios when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, US Government Bonds 1%, Other 1%84%
  • Exchange Traded Equities84%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%
  • US Government Bonds1%

Contacts

3 of 6
  • JOCELYN GOHEEN

    Client AdvisorCRD 8212846

  • Andrew Fabiano

    Portfolio ManagerCRD 8098614

  • Stephen Wilbur

    Portfolio ManagerCRD 8098624

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$237M in ETFs

Passive

93%

$220M

Active

5%

$17.1M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$36.4M55,80915.35%

Location

Primary office

ADA, MI

KENT

Location

ADA, MI

Headquartered in ADA, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
KENT
Address
4690 Fulton St E
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth