Cambient Family Office, LLC
Firm details
- Headquarters
- Ada, Michigan
- CRD number
- 335128
- Registered since
- April 2, 2025
- Website
- www.cambient.com
- 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
FINTRXOverview
Cambient Family Office, LLC is an independent SEC-registered investment adviser that describes itself as a family office-style RIA and a capital allocator. The firm registered with the SEC in 2025 and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
3 of 6Jocelyn Goheen
Client AdvisorCRD 8212846
Andrew Fabiano
Portfolio ManagerCRD 8098614
Stephen Wilbur
Portfolio ManagerCRD 8098624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$278M in ETFs
92%
$256M
5%
$21.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $43M | 57,462 | 15.49% |
Location
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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