CAMBRIDGE ADVISORS INC

RIASEC RegisteredEst. 1990

Total AUM

$694M

Discretionary

$670M

97% of AUM

Avg account

$840K

Accounts

826

Employees

Advisory reps

Firm details

Headquarters: OMAHA, Nebraska
CRD number: 104851
Registered since: February 16, 1990
Website: www.cambridgeadvisors.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations43.97%
HNWI41.49%
Individuals9.73%
Pension & Profit Sharing Plans4.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cambridge Advisors Inc is an independent registered investment adviser that has operated since 1990 and functions as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-assets and fixed fees and provides a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting and the selection of other advisers. Cambridge Advisors is not positioned as an active ESG investor and is not flagged as a multi-state or newly formed adviser. Investment activity shows a clear tilt toward pooled public funds and passive vehicles as a core portfolio exposure, while the firm also sources third‑party alternative managers to supplement returns and diversify risk. The combination of mutual funds and ETFs forms the bulk of public-market allocations; private market strategies are used selectively as complementary holdings rather than the dominant allocation.