CAMBRIDGE FINANCIAL GROUP, INC.

RIASEC RegisteredEst. 1986

Total AUM

$331M

Discretionary

$331M

100% of AUM

Avg account

$1M

Accounts

318

Employees

Advisory reps

Firm details

Headquarters: COLUMBUS, Ohio
CRD number: 112254
Registered since: March 14, 1986
Website: cfginc.net
Custodians: STIFEL NICOLAUS & CO., INC., SECURITIES AMERICA, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM
Client types: HNWI42.66%
Individuals32.99%
Pension & Profit Sharing Plans19.85%
Charitable Organizations4.5%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cambridge Financial Group, Inc. is a privately owned corporation that has been SEC-registered since 1986. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees as a percentage of assets under management. Its registered advisory activity centers on portfolio management for individuals/small businesses and for businesses or institutions. Cambridge does not identify as an active ESG investor and is not registered as a multi-state adviser. Operationally the firm is classified as an unclassified organization and is affiliated with other investment adviser and real estate broker entities. Public filings and asset allocation data indicate a clear tilt toward publicly traded equities as the core of client portfolios, supplemented by allocations to externally managed alternative funds.