Cambridge Capital Management, LLC
Firm details
- Headquarters
- O Fallon, Illinois
- CRD number
- 110932
- Registered since
- August 25, 2014
- Website
- camcapmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.11%
- Individuals16.66%
- Pension & Profit Sharing Plans5.33%
- Charitable Organizations0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cambridge Capital Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2014. The firm serves both individual/family clients and institutional accounts and bills through a mix of asset-based fees, hourly charges, and fixed fees. Service offerings listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify itself as an active ESG investor and is not designated as 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
- Public Funds/Mutual Funds97%
- Exchange Traded Equities1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Nathaniel Klitzing
CEO – Principal Wealth AdvisorCRD 4658345
Contacts
3 of 3Dalton Powers
Client Experience AssociateCRD 7750603
Samuel Hopkins
Wealth AdvisorCRD 6721949
Matthew Hawk
Senior Wealth AdvisorCRD 5592737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$264M in ETFs
82%
$217M
13%
$47M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $39.7M | 182,010 | 15.02% |
Location
O Fallon, IL
Saint Clair
Location
O Fallon, IL
Headquartered in O Fallon, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Clair
- Address
- 781 Sunset Blvd
- Time zone
- CT (UTC-6)
- Office locations
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