Cambridge Financial Group, Inc.

RIASEC RegisteredEst. 1986

Total AUM

$331M

Discretionary

$331M

100% of AUM

Avg account

$1M

Accounts

318

Employees

6

Advisory reps

3

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 an SEC-registered investment adviser that has been operating since 1986. The firm is privately owned by an individual and serves both individual & family clients and institutional clients. Its primary advisory activities are discretionary portfolio management for individuals and small businesses, and for businesses or institutions. Fees are charged as a percentage of assets under management. Cambridge does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities92%
US Government Bonds5%
Cash & Cash Equivalents3%

Contacts

3 of 3

Gregory Bauer
ChairmanCRD 2251105
Earl Newsome
President & Managing DirectorCRD 1209317
Bradley Bauer
Investment Advisor RepresentativeCRD 6042211

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$214K in ETFs

Passive

100%

$214K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$146K	195	68.14%

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Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: Franklin
Address: 4100 Horizons Dr
Time zone: ET (UTC-5)
Office locations

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