Cambridge Financial Group, Inc.

Overview

Cambridge Financial Group, Inc. is organized as a corporation and operates as an institutional registered investment adviser. The firm is registered with the SEC (initial registration year: 1986). Ownership is listed as individual, and its client base includes both individual/family investors and institutional clients. Cambridge charges fees based on a percentage of assets under management and focuses its advisory activity on discretionary portfolio management for individuals, small businesses, and institutions. The firm does not describe itself as an active ESG investor and is not identified as a multi-state or newly formed adviser. It does not act as a capital allocator on its own balance sheet; its alternative exposure is obtained through third‑party managers. Industry affiliations include other investment adviser relationships and activity as a real estate broker.

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